The Investment Podcast

By M&G Investments

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Category: Investing

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Subscribers: 4
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Episodes: 38

Description

For investment professionals only. Listen to the views of M&G’s investment professionals as they discuss investment opportunities, asset classes and markets. M&G Investments is a global asset manager with a long history investing and innovating across both public and private markets. As an active manager we build solutions around what matters most to our clients whether it be investing for growth or income, to meet future liabilities, protect capital or invest responsibly. We offer access to a broad range of capabilities that span both public and private assets including fixed income, equities, multi-asset, real estate, infrastructure and private equity. Globally we manage over £313 billion (at 31 December 2023) on behalf of individual and institutional investors including pension funds, endowments and foundations, insurers, sovereign wealth funds, banks and family offices.

Episode Date
The return of equity income
May 13, 2024
The long-term megatrend of European private asset-backed finance
Mar 25, 2024
The great global election cycle
Feb 22, 2024
A brief history of real estate – and what’s back in fashion
Jan 12, 2024
CIO perspectives on what lies ahead in 2024
Dec 13, 2023
Dissecting the gilt crisis fallout
Oct 12, 2023
The state of play in European private credit
Sep 25, 2023
An Introduction to Significant Risk Transfer
Aug 16, 2023
Catering to subtleties across the housing spectrum
May 24, 2023
Infrastructure – an industrial revolution?
Mar 17, 2023
European High Yield – changing perceptions
Mar 01, 2023
What does good ESG in ABS look like?
Feb 15, 2023
Dissecting the real estate and recession dynamic
Jan 16, 2023
CIO perspectives on 2023 and the inflation equation conundrum
Dec 02, 2022
The case for adding to risk in credit markets
Nov 11, 2022
Time to allocate to mispriced consumer finance opportunities?
Oct 25, 2022
What next after the summer rally in bonds and equities?
Sep 26, 2022
How much inflation protection can real estate offer?
Jul 27, 2022
Key growth drivers for private markets
Jul 05, 2022
Spiralling inflation…this wasn’t supposed to happen
Jun 13, 2022
The mysterious case of the missing distressed deal
May 11, 2022
Opening routes of exposure to consumer assets
Apr 19, 2022
Weathering the inflation storm
Mar 30, 2022
Adding value to high-quality assets in complex situations
Mar 16, 2022
Inflation – is it beyond transitory and now structural?
Feb 16, 2022
Taking Asian real estate assets to another level in 2022
Jan 06, 2022
Is the inflation genie out of the bottle?
Nov 22, 2021
Tailor-made. Customising Real Estate development loans
Nov 15, 2021
A focus on European real estate
Nov 02, 2021
A golden age for infrastructure?
Oct 05, 2021
The democratisation of private assets
Sep 06, 2021
Inflation - is it real?
Aug 09, 2021
Sustainability in private credit - can the two go hand in hand?
Jun 25, 2021
Global Real Estate Outlook
Jun 09, 2021
The folly of forecasting - finding value in an uncertain world
May 11, 2021
Investment in music copyrights? Now, that's music to my ears...
Mar 24, 2021
Real Estate: Building a more sustainable future
Feb 25, 2021
Real Estate: A closer look at 2021
Feb 02, 2021