M&G Investments Institutional

It’s outlook season. In this issue of The Edit we bring together a collection of forward-thinking views from our CIOs and investment teams to help you navigate the year ahead. Our experts outline the themes they believe could shape markets in 2025, highlighting opportunities across equities, fixed income, private assets and global real estate. #Marketingcommunication #TheEdit #Equities #FixedIncome #PrivateMarkets #RealEstate

The US equity market is well supported – as long as potential import tariffs promised by Donald Trump don’t hurt the economy or increase inflation. Find out more from Fabiana Fedeli. As we head into 2025, there are many challenges on the horizon, but also potential opportunities. Read our full Investment Perspectives outlook here: https://ow.ly/Ap9T50Uouz5 #InvestmentPerspectives #CIOperspectives #Investmentoutlook

Why should investors consider Asia’s burgeoning credit market? https://ow.ly/L7Hy50UnGOf A relatively nascent but growing asset class, Asian credit is bolstered by strong fundamentals, government support and positive supply-demand dynamics. Learn more in this article from the latest issue of Ampersand. #Asiancredit #Asia #Ampersandmagazine

Elections, flash-crashes and global conflict – 2024 was an eventful year, but with more uncertainties awaiting investors in 2025, this is no time for complacency. https://ow.ly/c1RY50UnCBf During 2024 most markets took in their stride major events, performing relatively well. But will investors be as relaxed in 2025? In this edition of Investment Perspectives, CIOs from our equity, public fixed income and private market teams discuss their focus for the next 12-months. We reveal the likely drivers for markets in 2025 and provide a roadmap for investors. #InvestmentPerspectives #CIOperspectives #Investmentoutlook

We are delighted to have won ‘Best Fixed Income Thought Leadership’ at Savvy Investor's 2024 Investment Content Club Awards - which recognise the outstanding achievements across thought leadership content in the financial services industry. Our winning thought leadership paper explores what is attracting investors to European high yield structured credit. We take a close look at the drivers within the asset class and discuss why we believe long-term trends could sustain this growth. Read the paper here: https://ow.ly/O56Y50UkZKz Capital at risk. James King, Vincent Charles-Gervais, Jo Tomkins, Simon Sharp, Alex Rolandi https://ow.ly/kkB150UkYvi

We're delighted to have won the Alternatives Manager of the Year award at the Insurance Asset Management Awards 2024, which celebrated excellence in the UK and global insurance space. Christian Thompson, CFA, Director - Insurance Solutions at M&G Investments said, “Whether insurance companies are seeking to add yield to the overall invested portfolio, diversify their core ALM portfolios or introduce capital efficiencies to the balance sheet, we think alternative and private assets have a crucial role to play. We're therefore delighted to have been recognised for our breadth of capabilities, flexibility in bespoke mandate creation and ability to partner effectively with our clients - together with our compelling track record. We look forward to continuing to help our insurance clients globally with their investments.” Russell Lee Iain Ritchie Charlie Adam Find out more about our Insurance Solutions capabilities: https://ow.ly/iFxh50UkEwp Awards are not an indicator of future performance. https://ow.ly/lXP050UkExZ #InsuranceAssetManagement #InsuranceSolutions #Alternatives

With increased optimism moving into 2025, we believe it is an opportune time to leverage tailwinds in real estate markets. https://ow.ly/LW9c50UlyJi Globally, we expect the next five years to reflect the strongest performance that real estate has seen for the best part of a decade. How could investors embrace the upswing? #marketingcommunication

We are proud to announce that M&G Private Credit has provided financing to support the acquisition of Bollegraaf and Lubo Recycling Solutions by Summa Equity, an impact investment firm.  For professional investors only. Bollegraaf Group, a leading provider of waste sorting installations and machinery for the recycling industry, has been playing an important part in facilitating the global transition to a circular economy for over three decades. Now with the support of Summa’s investment, the business can accelerate its mission to drive more sustainable and low-carbon industrial practices. We are delighted to be supporting this transaction, and ultimately backing Bollegraaf’s compelling impact story. Daniel Hwadaya Rebecca O'Dwyer Robert Scheer Sala Fitt   To find out more about Bollegraaf Group please visit www.bollegraaf.com #directlending #privatecredit #impact #recycling #bollegraaf #marketingcommunication

Conditions within the rapidly growing direct lending market have changed in recent times, opening up prime opportunities for insurers at the more conservative end of the spectrum. Find out how: https://ow.ly/zXpk50UiZOr #Directlending #Insurance

What can structured credit offer investors? https://ow.ly/N2v450UhlwA A highly scalable asset class, structured credit can provide a range of benefits to investors. Potentially offering resilient performance as well as diversification attractions, it should be a prime consideration for investors. Read more. #structuredcredit #privateassets #Ampersandmagazine