M&G Investments’ Post

We have just published our Quarterly Equities and Multi Asset Outlook (Q1 2024) entitled ‘Energy transition: Beyond renewables’. For investment professionals only. Rather than offering our pearls of wisdom on how to position for the next 12 months, our 1Q24 Outlook is the result of a brainstorming exercise across our Equities and Multi Asset investment teams to uncover areas of the market where we still find significant potential upside. The opportunities that we uncovered are at the crossroads of our three favoured structural themes: infrastructure, innovation, and the low-carbon ecosystem. They all stem from one underlying transformative force: energy transition. We discuss cable companies from France to China, the critical role that some Japanese companies play in a lower carbon world, the emerging opportunity in off-grid renewables in the mining industry, and the double-sided impact of Artificial Intelligence in energy transition. Capital at risk.

Investing in the Lithium Market: Opportunities for HSA Account Growth 💼📈💰 Summary: The lithium market has experienced a significant decline recently, creating a unique opportunity for investors to capitalize on the recovery potential. As the demand for lithium-ion batteries continues to surge with the increasing adoption of electric vehicles and renewable energy storage systems, the stage is set for potential growth in the market. One such promising investment opportunity lies with Albemarle Corporation, a leading dividend-paying lithium producer. With its strong market position and a track record of delivering solid returns, Albemarle presents an attractive choice for HSA account investors seeking to grow their funds. By investing in Albemarle, you can align your financial goals with the global transition towards cleaner energy solutions, while also benefiting from potential dividend payouts. As the lithium market slowly finds its footing, it's crucial not to miss out on the potential gains that may come with it. Take Action Now! ⚡️💪 Don't let the Fear of Missing Out hold you back. Invest in Albemarle Corporation through your HSA account today and position yourself for long-term growth. It's not just about securing your future, but also contributing to a sustainable environment. #hsa #investing #healthcare #health #family #wellness 🌿💡💪

Following the severe turbulence encountered last year, many risk assets have delivered solid gains in 2023 in the face of ongoing macroeconomic uncertainty and geopolitical tensions. Co-founder Ben Peters joins the conversation in Wealth DFM to discuss the attractive prices on offer in the UK and the how the Evenlode Global Income fund has reduced it's exposure in the US. Read the full article here: https://lnkd.in/e7Vj8T-C

Investing in Copper: Seize the Opportunity for Growth in AI and Renewable Energy! 📈💰🚀 Summary: Discover the immense potential of investing in copper, a metal that is set to soar in value due to soaring demand in AI and renewable energy technologies. By exploring two key ETFs, you can capitalize on this growing trend and secure a brighter financial future while supporting sustainable initiatives. Don't let the Fear of Missing Out hold you back - act now! Headings and Subheadings: 1. Unleashing the Power of Copper Investment 2. Fueling the Future: Demand for Copper in AI and Renewable Energy 3. Leveraging ETFs for Maximum Returns 4. Copper ETF #1: Riding the Technological Revolution 5. Copper ETF #2: Embracing Renewable Energy Initiatives 6. Why Now is the Time to Act! 7. Take Charge of Your HSA Investment Journey Today! 8. Empower your Health and Wealth Journey - Invest in Copper! 🔐💪⚡💼💡 Hashtags: #hsa #investing #healthcare #health #family #wellness CTA: Don't miss out on the opportunity to grow your wealth and support sustainable initiatives. Start investing in copper now to secure a brighter future for your health and finances. Act today!

A new white paper, in collaboration with J.P. Morgan, is now available for download. 📈 The commodity markets have experienced an unprecedented surge, largely fueled by a 80% growth in oil trading, and similar trends in power and gas markets. However, with success comes new challenges, as increased volatility and heightened competition reveal the intricate ties between commodity markets and finance. This white paper serves as a comprehensive guide, highlighting the imperative need for quick adaptation. By embracing real-time treasury, energy traders can not only weather the storm of increased volatility but also position themselves as industry leaders, proactively shaping the future of energy trading. Download the paper here: https://lnkd.in/e4zqH9p7 #EnergyTrading #RealTimeTreasury #CommodityMarkets #InnovationInFinance #WhitePaperRelease #IndustryInsights #PerformanceWhenItCounts

The energy transition is providing investment opportunities beyond renewables for those willing to dig deeper. For investment professionals only. These range from cable companies delivering critical physical connectivity, to the companies providing the crucial building blocks needed for a lower-carbon world, to the double-sided impact that we expect Artificial Intelligence (AI) to play in energy transition. Read all our latest views and insights in our Quarterly Equities and Multi Asset Outlook (Q1 2024): https://lnkd.in/eZAQNt74 Capital at risk.

The energy transition is providing investment opportunities beyond renewables for those willing to dig deeper. For investment professionals only.   These range from cable companies delivering critical physical connectivity, to the companies providing the crucial building blocks needed for a lower-carbon world, to the double-sided impact that we expect Artificial Intelligence (AI) to play in energy transition.   Read all our latest views and insights in our Quarterly Equities and Multi Asset Outlook (Q1 2024): https://lnkd.in/ehf-8epY   Capital at risk. 

Today was just the beginning of building #SmarterMarkets What are Smarter Markets? Markets empowered by better tools, better benchmarks and better technology to drive market-based solutions to the biggest challenges that we face as a society, including the #energytransition. Our centrally cleared, physically delivered futures contracts for #carbon and #LNG (to be soon followed by solutions for #batterymetals) are designed to deliver better price signals, better risk management and an enhanced market ecosystem to enable #energy and #commodity markets to accelerate the transition to a low-carbon economy and unlock the investment capital required to actually achieve it. Thank you to our trusted partners, members and network of market participants who worked alongside us to make these first trades possible. Many more 'firsts' are still to come.

Earlier this month, we published our Quarterly Equities and Multi Asset Outlook (Q1 2024) entitled ‘Energy transition: Beyond renewables’. Rather than offering our pearls of wisdom on how to position for the next 12 months (you have had enough of those ones, and most likely they will all change by March), our 1Q24 Outlook is the result of a brainstorming exercise across our Equities and Multi Asset investment teams to uncover areas of the market where we still find significant potential upside. The opportunities that we uncovered are at the crossroads of our three favoured structural themes: infrastructure, innovation, and the low-carbon ecosystem. They all stem from one underlying transformative force: energy transition. We discuss cable companies from France to China, the critical role that some Japanese companies play in a lower carbon world, the emerging opportunity in off-grid renewables in the mining industry, and the double-sided impact of Artificial Intelligence in energy transition. I hope you will enjoy the reading.

Looking forward to 2024, expectations suggest a year dominated by weather-driven markets and geopolitical turbulence. The year could be marked by significant shifts in the energy sector due to these factors. On this backdrop, the impact on oil and gas professionals as well as individual traders could be profound and unpredictable. To stimulate further discussion: How can oil and gas professionals prepare for potential weather-driven market shifts expected in 2024? #EnergyMarket #GeopoliticalChaos #MarketTrends #OilandGas