Name: ELTIF 2.0: Enhancements and Unlocking Opportunities in Private Corporate Credit
Start: 2024-02-08T10:00:00Z
End: 2024-02-08T10:00:40.000Z
Location: BrightTALK
Rating: 4.7

Emerging market debt delivered double-digit returns in 2023 and we believe that the asset class, despite some uncertainty, continues to offer compelling opportunities with the broader environment being conducive to emerging markets performing well. The EM universe remains one of the broadest and most diversified asset classes within fixed income, offering diversification by region, country, sector, currency, and commodity. Today, we also continue to see elevated yields and an improving inflationary picture. Join fund manager Claudia Calich as she discusses where she sees the biggest opportunities – and threats – for investors against a fast-evolving macroeconomic backdrop.

M&G Webcast - M&G (Lux) Emerging Markets Bond Fund - 15 February 2024

Join this webcast to look back at Q3 2023 with Carl Vine, Co-Head of Asian Investment, and Sunny Romo, Investment Director, who will highlight the latest updates from the last quarter and discuss their outlook for the rest of 2023.

A look back at 2023 Q3 with Carl Vine (Global)

For investment professionals only.

Please join our webcast on 25 May at 9:00 am with Carl Vine, Fund Manager of the M&G Japan Strategy.

Carl continues to be optimistic about the structural outlook for stock market earnings growth in Japan. This optimism is based on the dynamic of ongoing self-help as the corporate sector continues to take advantage of low-hanging fruit to increase margins and optimize both corporate structures and strategies. 

Whilst it has been a choppy start to the year for stock markets globally, Carl continues to focus on the reform thematic – something he believes is a once in a generation event for corporate Japan. 

The pressure for enhanced governance, higher margins and a better Return on Capital continues to intensify – a recent example being the Tokyo Stock Exchange’s announcement that it would demand companies trading below book value, to publish their strategies to raise their stock valuations.

This plays into our strategy of being the “shareholder of choice”. Carl will use real life examples to illustrate how “value-added shareholdership” contributes to value creation and release for our end investors.

Past performance is not a guide to future performance.

A unique perspective on Japan

For investment professionals only. After a tough year in 2022, China's reopening has lifted sentiment towards emerging markets. The end of US rate hikes and a weaker US dollar could also provide tailwinds for the asset class. However, emerging markets are not all the same and a selective approach is needed to navigate this diverse asset class. 

To discover why we believe now is an interesting time to revisit emerging markets, please join us on 25 April 2023 at 09.15. Fund managers Michael Bourke and Charles de Quinsonas will discuss the opportunities they see in emerging market bonds and equities.

M&G Webcast: Time to revisit emerging markets?

Marketing Communication. For Investment professionals only

Please join Jim Leaviss, CIO Public Fixed Income and Matt Russell, Fund Manager on Thursday, 30 March where they will discuss the latest developments in global bond markets. The recent turmoil in the banking sector has led to heightened volatility across fixed income markets, with both the Federal Reserve and the Bank of England deciding to slow their pace of rate hikes in response to the crisis. Jim and Matt will discuss what all this means for bond investors, while highlighting some of the potentially compelling opportunities they are finding across the market.

While further volatility is to be expected in the near-term, the team believe that patient investors are being well-compensated for taking both interest rate and credit risk. For fixed income investors looking to minimise their exposure to interest rates during this uncertain period, the team will also outline some of M&G’s short-dated credit strategies as possible alternatives to cash products.

Past performance is not a guide to future performance.

Opportunities in global bond markets

For Investment professionals only

Bond markets have had a strong start to 2023, but as investors have focused on traditional asset classes, such as sovereign and corporate debt, have they overlooked other areas of the fixed income universe with potentially compelling value? 

In this webcast, Matthew Wardle, Senior ABS Portfolio Manager, will discuss why he believes that European asset-backed securities represent an attractive alternative to overcrowded areas of fixed income over the medium term, and how a value-based approach could capitalise on these opportunities. Matthew will be joined by Cristina de Guzman Esteban, ABS research analyst, who will highlight how M&G assesses complex asset classes such as ABS through an ESG lens.

M&G Webcast: European ABS - the next trade?

Please join us for a webcast on 20 March 2023 when Jim Leaviss, Chief Investment Officer Public Fixed Income, and Fabiana Fedeli, Chief Investment Officer, Equities, Multi Asset and Sustainability, will share their expert views on the recent upheaval. 

During the webcast, they will discuss the potential implications of the banking crisis for markets, the global economy and central banks’ policies.

What does the recent turmoil in the banking sector mean for investors?

Please join our webcast with Carl Vine, Fund Manager of the M&G (Lux) Japan Fund and the M&G (Lux) Japan Smaller Companies Fund. 
Japan has long been an overlooked market and many investors have been disappointed by false dawns, but now is the time to look at Japan from a different angle. Corporate Japan has gone through a transformational period since Abenomics began, and it is now a fertile hunting ground for alpha generation. 
Carl joined M&G in September 2019 along with his established team, bringing with him 20 years of investment experience in Japan. This represents a significant investment by M&G in its Pan Asian equities proposition. His unique style of analysis and investment is well suited to the exciting opportunities in Japan today.

Carl will walk you through some of the once-in-a-generation opportunities he sees in the market today. Furthermore, he will illustrate how through corporate engagement, he is able to not only unlock, but also actively add value to the companies he invests in.

Please note, the value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

M&G Webcast: M&G (Lux) Japan Fund

Alchemy or science? 
Demystifying Regulatory Capital Trades and private ABS in an ESG environment
We are delighted to invite you to join James King, Fund Manager and Vincent Charles-Gervais, Director Asset-Backed Securities on 29 April, 2020 at 09:00 BST to hear their views on the ABS market, including: 

•What are Regulatory Capital Trades, and what role can they play in an investor's portfolio?
•How can we examine Regulatory Capital Trades through an ESG lens?
•What part does data analysis have to play in improving the ESG characteristics of trades?
•Can Regulatory Capital support a sustainable future, and will it become a major source of impact assets?

1.45  What are Significant Risk Transfers (SRT) and why do they exist?

10.00  How has the SRT market developed since the Global Financial Crisis?

16.12  Deep dive into an SRT transaction

21.08  How is ESG integrated within the SRT investment process?

31.20 How can SRT be used as a source of Impact assets?

37.00 Conclusion and outlook for the SRT market

41.15 Q&A

M&G Webcast: ABS - Alchemy or Science?

In this webcast, Michael George, Director, Leveraged Finance, and Aramide Ogunlana, Director, Private Credit, will delve into the world of the European Long-Term Investment Funds (ELTIFs) and Private Corporate Credit. They will discuss the latest developments and opportunities within the ELTIF framework, exploring the enhancements introduced in the new ELTIF 2.0 regime, which came into force in January.
Michael and Aramide will also explore the potential of Private Corporate Credit as an attractive investment option within the ELTIF framework for investors looking to diversify their portfolios and achieve attractive risk-adjusted returns.

ELTIF 2.0: Enhancements and Unlocking Opportunities in Private Corporate Credit

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ELTIF 2.0: Enhancements and Unlocking Opportunities in Private Corporate Credit

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