• 8 days ago

The latest AI disruptor evokes past infrastructure booms. As AI advances, US power grid issues highlight the new and old economy’s interdependence.

By M&G In Macro, Commodities, Private Markets, Thematic / Megatrends

• 13 days ago

Bond Vigilante Eva Sun-Wai joins us for this edition of Dream Machine from M&G Investments. Eva shares how she began her investment career, her current motivations and how she successfully maintain...

By M&G In Macro, Equities, Fixed Income

• 14 days ago

By M&G In Fixed Income

• 14 days ago

By M&G In Macro, Equities

• 14 days ago

To limit the increase in global temperatures to well below 2°C above pre-industrial levels, disruption is needed on an industrial scale in a world where history, the wealth effect and population gr...

By M&G In Equities, Commodities, Thematic / Megatrends, Sustainability

• 14 days ago

The world is facing a US$250 trillion problem. Global debt continues to swell, showing no sign of abating – and investors are beginning to ask just how long governments can sustain such levels.

By M&G In Macro, Fixed Income

• 14 days ago

From Yorkshire to university in Birmingham via Valladolid, Spain and eventually, a career in bond markets that took him from London to California, New York and back to London, Andrew Chorlton is no...

By M&G In Fixed Income

• 14 days ago

Tech giants adopting dividend policies, alongside Asia’s heightened focus on shareholder returns, are challenging traditional dividend investing norms.

By M&G In Equities

• 14 days ago

There have been some fundamental shifts in real estate markets since this point in the last cycle; some well-documented – like global disruption to office and retail sectors – others more subtle, s...

By M&G In Equities, Private Markets