European High Yield – changing perceptions
To what extent do European High Yield markets represent good value at the moment and is now an attractive entry point? In this instalment, David Parsons and David Fancourt look at how European High Yi...
1 Mar 202310min
What does good ESG in ABS look like?
The evolution and implementation of ESG across asset classes has not been homogenous, and it resonates more so with corporate debt and equities when compared with specialised asset classes, such as AB...
15 Feb 202313min
Dissecting the real estate and recession dynamic
With a third of the global economy expected to fall into recession in 2023, Jose Pellicer considers previous recessions of 1991 and the Global Financial Crisis, which were succeeded by some of real es...
16 Jan 202314min
CIO perspectives on 2023 and the inflation equation conundrum
M&G’s CIOs, Fabiana Fedeli, Will Nicoll and Jim Leaviss share their views as we head into 2023, discussing valuation opportunities, the depth of a potential recession – and how much closer we are to t...
2 Des 202223min
The case for adding to risk in credit markets
Credit markets have been front and centre stage as the events of 2022 unfolded. With much of the economic bad news now priced in, David Parsons and Richard Ryan analyse what risks investors need to be...
11 Nov 202211min
Time to allocate to mispriced consumer finance opportunities?
Imagine a new global financial crisis (GFC) materialising every year from here. The market seems focused on the fact that it will get tougher for consumers, and is in some cases pricing in default rat...
25 Okt 20227min
What next after the summer rally in bonds and equities?
Fixed income and equity markets face being influenced by inputs from all angles, making this no market for broad macro calls. As sweeping bets err into extreme risk exposure, Fabiana Fedeli dissects t...
26 Sep 202214min
How much inflation protection can real estate offer?
Like every asset class, the real estate sector is grappling with spiralling inflation and rising interest rates. In times like these, real estate has traditionally been seen as a hedge against inflati...
27 Jul 202213min
