For investment professionals only Author: Ben Lord, M&G Investments As we look ahead to the second half of 2023 we maintain a positive outlook for fixed income markets. With inflation expected to gradually come down, and with the end of the interest rate hiking...
In these highly uncertain times, bonds now offer investors attractive yields, plus diversification and capital appreciation potential. PIMCO CIO Marc Seidner discusses why. Click here to find out more about PIMCO Past performance is not a guarantee or a reliable...
2022 was a turbulent year for investors and fund managers across the board and, as an asset class, fixed income sold off sharply too. War in the Ukraine, an energy crisis, and a coronavirus hangover saw many funds struggle to reach benchmarks and often failed to...
M&G Public Fixed Income Team A better starting point for bonds in 2023 Bond markets experienced one of their sharpest sell-offs on record in 2022, as concerns over persistently high inflation forced central banks to take a far more aggressive monetary policy...
There can be little doubt that 2022 was a torrid year for investors. With the return of inflation, the Russian invasion of Ukraine as well...
At the tail end of a challenging year, we reflect on the evolving macroeconomic landscape, including potentially stabilizing inflation,...
A common misconception around responsible investment approaches is that investment returns must be sacrificed in exchange for positive...
Chinese companies have "strong fundamentals" and earnings growth, but the path to reopening may be "gradual and bumpy". With China...
M&G Investments’ Fabiana Fedeli has hope for the future – and reasons to justify it Saying that global markets are going through a...
In this Q&A, PIMCO’s Dan Ivascyn highlights why he believes that fixed income markets now offer better value for active managers than...
As stewards of capital, we help companies becoming better versions of themselves. We call this value-added ‘shareholdership’. We work hard...
For us, Japanese equities represent a highly compelling long-term investment opportunity. There exists a powerful, structural earnings...
The fifth episode of M&G’s ‘Are we there yet?’ explains why ESG is more than just an equity play. When it comes to sustainable...
Despite being the third largest economy in the world, Japanese equities are often overlooked by overseas investors. However, such...
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