M&G Investments

It was a successful evening for M&G Investments as the M&G Corporate Credit Opportunities ELTIF (CCOF) won the ‘Wealth Market Proposition of the Year’ at the Alternative Credit Investor Awards. It's our first ELTIF, and the first semi-liquid private credit ELTIF in the market, so a strong addition to our history of innovation. M&G was represented by James Frankland, Michael George, Aramide O., Chandni K., and Boudewijn Jansen at the awards evening. For more information on the fund visit: https://ow.ly/ti1c50U2njL Capital at risk Awards are not an indicator of future performance.

Emissions accounting is fraught with complexities. With COP29 just around the corner, tracking companies’ carbon footprints remains a critical issue for investors. What are the challenges involved? https://ow.ly/eKwk50U1ZE4 As the UN’s annual climate conference enters its 29th year, the world is still falling behind on climate targets. It is crucial for investors to rigorously analyse businesses’ greenhouse gas emissions throughout their supply chains. This can be a challenging endeavour. Join us as we explore why thorough emissions analysis is essential and the obstacles investors must overcome to drive meaningful climate action. #ClimateChange #COP29 #SustainableInvesting #Emissions

Donald Trump will be returning to the White House for his second presidential stint, the Republican Party has taken control of the Senate and are ahead in the race for the House of Representatives. https://ow.ly/bTza50U2eMQ What has been the immediate market reaction to Trump’s electoral victory – and what could this mean for investors? #USelections #Trump

Does it matter where within emerging markets you invest? We think it does, with selectivity key to securing attractive potential returns https://ow.ly/M3KX50U0p0X It is tempting to think of emerging markets as a single universe and invest accordingly. But this would be a mistake. In 2023, China posted its third consecutive year of negative equity returns while Taiwan and Mexico rose 30%. In this edition of Ampersand we explore the factors that matter when investing in emerging markets. #Ampersandmagazine #emergingmarkets

Given the noise level, it’s virtually impossible to ignore the US election. Amid the political battle, you might wonder: why not pre-position before the event? Assuming investors have no edge in predicting elections, profiting requires not only correctly guessing the winner – but also how markets will react and whether prices already reflect this. The chances of success are: 50% chance of guessing who wins, multiplied by 50% chance of guessing how markets will react, multiplied by 50% chance of guessing whether prices are already discounting this information, equals… …12.5% chance of success! Not a great game to play, then. In this weekly snapshot from Stefano Amato, we ask: what should investors consider as we face this allegedly watershed moment? #WeeklySnapshot #USElections #Equities #MarketInsights #MarketAnalysis #FinancialTrends

We are pleased to announce that M&G Investments' Real Assets team recently completed a co-investment in H2O Innovation on behalf of our portfolios, including our Impact Strategy, in partnership with Ember Infrastructure. For Professional Investors only. H2O Innovation is an end-to-end water solutions company dedicated to providing best-in-class technologies and services to its customers. The co-investment capital supports H2O Innovation's acquisition of NextEra Distributed Water via a carve-out transaction. Find out more via the Ember Infrastructure website: https://lnkd.in/ejy6J7Xg Deal team: Anish Majmudar, CFA, Deepak Arora, CFA, Kathryn Kahil. For Professional Investors only.

Risk or opportunity? Stuart Canning, Fund Manager in the Global Macro Team, examines the market’s expectations for the outcome of the US election and the likelihood of volatility. https://ow.ly/KVcF50TXnjm

Bonds on the move⏱️: Finding value throughout the economic cycle. For UK Professional Investors only. In the time it takes Fund Manager, Ben Lord, to grab a coffee, he discusses how the team try and find value in credit throughout the economic cycle, and where on the yield curve he’s most comfortable right now. Capital at risk. Find out more on Fixed Income: https://ow.ly/XK3O50TQxUC

Higher long-term yields are seen as inevitable (!) due to runaway debt levels and entrenched views that the yield curve must steepen. Such developments offer valuable clues as to why investors remain enamoured with stocks despite lofty valuations: if you keep losing money in government bonds and you think the currency is being debased even faster than usual, where else would you park your money other than in stocks after all? In this weekly snapshot from Stefano Amato, we consider how these evolving dynamics are influencing asset allocation decisions. #WeeklySnapshot #Equities #MarketInsights #MarketAnalysis #FinancialTrends

Bonds on the move⏱️: Where are interest rates heading? For UK Professional Investors only. In the time it takes our Deputy CIO of Fixed Income, Stefan Isaacs, to walk to the station, he shares his insights on where interest rates are heading, how credit markets behave when the economy slows down, and the importance of healthy company balance sheets when selecting credits. Capital at risk. Find out more on Fixed Income: https://ow.ly/eHLz50TQxhB