CIO 2025 outlook – and why growth’s the elephant in the room
With growth top of the agenda for investors moving into 2025, join M&G Investments’ CIOs for their outlook amid a number of macroeconomic effects at play. They deliberate on growth, the Trump presiden...
10 Des 202429min
US elections – what are investors watching?
In a year of global elections, the main stage has been set and all eyes are now on the White House and Congress in the US. In this episode, Anthony Balestrieri and Tony Finding discuss what investors ...
4 Okt 202418min
Misconceptions and opportunities in ABS
A misconception that asset-backed securities (ABS) is largely the experience that the US subprime market went through during the global financial crisis still exists. In this episode, Matt Wardle and ...
18 Sep 202414min
Mid-year investment perspectives with three CIOs
Each month experts from across our global network of investors will join us to bring you their views across equities, fixed income and private markets. This debut episode features investment perspecti...
28 Jun 202418min
The return of equity income
Post-Global Financial Crisis, income investing in equities found itself in the wilderness. The only way to outperform between 2010 and 2020 was to be at the growth-end of the spectrum. But that all ch...
13 Mai 202411min
The long-term megatrend of European private asset-backed finance
While Europe’s private asset-backed finance markets have been growing in importance for a number of years, it's only in recent years where we've seen the regulatory pressures that banks are facing com...
25 Mar 202414min
The great global election cycle
As billions of people vote in national elections in 2024, including seven of the world’s 10 most populous nations, our panel of cross asset class experts looks at the issues and potential unique and o...
22 Feb 202427min
A brief history of real estate – and what’s back in fashion
History offers useful lessons, as a plethora of adages often remind us. In the first episode of 2024, Jose Pellicer Global Head of Investment Strategy and Richard Gwilliam, Head of Research at M&G Rea...
12 Jan 202418min
