Connecting the Dots

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

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 Dec 202223min

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

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

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

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 Juli 202213min

With interest rates, inflation and growth out of kilter, the world is in an extraordinary place. While it may be difficult to see exactly where and how to invest, periods of volatility do also throw u...

5 Juli 202217min

In major economies inflation is approaching double figures and already setting 40-year, or more, highs. This wasn’t supposed to happen but the reality is that it is. In this episode, David Parsons and...

13 Juni 202212min