For investment professionals only. Listen to the views of M&G’s investment professionals as they discuss investment opportunities, asset classes and markets.
Latest episodes
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29 min
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…
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19 min
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 dis…
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15 min
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 episo…
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19 min
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…
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12 min
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 spect…
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14 min
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…
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27 min
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 po…
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18 min
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…
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19 min
CIO perspectives on what lies ahead in 2024
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 import…
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10 min
Dissecting the gilt crisis fallout
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…
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20 min
The state of play in European private credit
Risk assets have repriced over the past year due to financial-market volatility and higher-than-usual levels of uncertainty surrounding issues such as terminal rates, inflation, ge…
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18 min
An Introduction to Significant Risk Transfer
The Significant Risk Transfer (SRT) market currently offers a compelling alternative to traditional asset classes given high levels of inflation, according to James King, Head of S…
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15 min
Catering to subtleties across the housing spectrum
Housing needs are defined by age profiles and can be split into five categories. The needs will often be driven by the activities that are likely to be pursued by that cohort, as w…
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16 min
Infrastructure – an industrial revolution?
Investing in infrastructure has historically been about existing, stable and secure assets. In recent years, there has been a concerted effort to drive towards sustainable sources…
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10 min
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…
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14 min
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…
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15 min
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 succeede…
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24 min
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 muc…
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12 min
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…
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8 min
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 pr…