Connecting the Dots

Dec 10 2024 42 ep. 17 mins 10

Connecting the Dots Podcast artwork

M&G Investments is an asset manager that connects the dots across its global network of investors to identify investment opportunities. In this podcast channel, M&G Investments’ experts discuss opportunities, trends and the impact of the changing international landscape across fixed income, private markets, multi-asset, equities and sustainability. For professional investors only.

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

Dec 10 2024 29 mins

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 presidency and tariffs given the potential implications for global geopolitics, inflation – and prospective market opportunities. Speakers: Fabiana Fedeli, CIO, Equities, Multi-Asse

US elections – what are investors watching?

Oct 04 2024 18 mins

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 are keeping a close watch on – from the bearing that election outcomes have on the global economic trajectory to fiscal expenditure and the ever-present market disciplinary forces.

Misconceptions and opportunities in ABS

Sep 18 2024 14 mins

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 Harry Bullamore dispel the misconceptions around ABS which, once cleared, pave the way for investors to allocate to it, consider the uniquely defensive aspects of the asset class and w

Mid-year investment perspectives with three CIOs

Jun 28 2024 18 mins

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 perspectives from M&G Investments’ three Chief Investment Officers (CIOs) at the mid-way point of 2024. Click here to access the full Investment Perspectives Mid-Year 2024 Outlook. Speake

The return of equity income

May 13 2024 11 mins

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 changed abruptly in 2022 with spiralling inflation and rising interest rates. In this episode, Stuart Rhodes, Global Dividend Fund Manager, and Alex Araujo, Global Listed Infrastructure

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

Mar 25 2024 14 mins

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 come to the fore, fuelling a strong desire to shrink balance sheets and increase capital. This has created a wealth of opportunities, with a significant number of transactions coming to

The great global election cycle

Feb 22 2024 27 mins

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 overlapping implications at play across developed and emerging markets – from the US and UK to South Africa and Mexico. They also analyse what asset allocators are watching, includi

A brief history of real estate – and what’s back in fashion

Jan 12 2024 18 mins

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 Real Estate, kick off the new year with a brief look at real estate throughout recent history – from a world of high inflation and interest rates in the 1980s to rock bottom interes

CIO perspectives on what lies ahead in 2024

Dec 13 2023 18 mins

M&G’s CIOs Jim Leaviss and Fabiana Fedeli share their perspectives for 2024, considering how to potentially drive returns through the uncertainty ahead, and highlighting the importance of being selective in a challenging economic environment. Speakers: Fabiana Fedeli, Chief Investment Officer, Equities, Multi-Asset and Sustainability Jim Leaviss, Chief Investment Officer, F

Dissecting the gilt crisis fallout

Oct 12 2023 9 mins

Just over a year has passed since the gilt market turmoil of September 2022, sparked by the UK government’s so-called ‘mini-budget’. The fallout from the crisis, as the pound fell and gilt yields spiked, prompted an emergency intervention by the Bank of England to restore orderly market conditions against a global backdrop of high inflation and rising interest rates. A signif