Weathering the inflation storm

Weathering the inflation storm

Inflation has proved to be anything but transitory. In this episode, David Parsons and David Lloyd discuss the economic impact of an evolving inflationary environment, the implications of supply-constrained inflation feeding into policy, the varying scope for manoeuvre from central banks around the world and why patience is key.

Host: David Parsons, Head – Public Debt Investment Specialist Team

Speaker: David Lloyd, Deputy Chief Investment Officer – Public Fixed Income

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Avsnitt(44)

CIO Mid-Year Outlook 2026: Adapting to the new investment landscape

CIO Mid-Year Outlook 2026: Adapting to the new investment landscape

From the evolving AI story to an inflationary backdrop, M&G Investments’ CIOs dissect a complex market where traditional rules of investing appear to be breaking down. Find out where they see risks an...

6 Juli 28min

CIO Mid-Year Outlook 2026: Adapting to the new investment landscape

CIO Mid-Year Outlook 2026: Adapting to the new investment landscape

From the evolving AI story to an inflationary backdrop, M&G Investments’ CIOs dissect a complex market where traditional rules of investing appear to be breaking down. Find out where they see risks an...

3 Juli 28min

CIO 2025 outlook – and why growth’s the elephant in the room

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 Dec 202429min

US elections – what are investors watching?

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

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

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 Juni 202418min

The return of equity income

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 Maj 202411min

The long-term megatrend of European private asset-backed finance

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 Mars 202414min

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