Name: M&G Talks: Enhancing prospective returns in a low return environment
Start: 2020-07-16T09:00:00Z
End: 2020-07-16T09:00:41.000Z
Location: BrightTALK
Rating: 5

Investing well for our customers demands a responsible, active and long-term approach. We look for the best opportunities to invest, across a wide range of assets for people who care how their money is invested.

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested.

Join this quarterly webcast to hear the latest on the M&G Japan Fund from Carl Vine, Co-Head of Asian Investment, and Sunny Romo, Investment Director, who will look back at Q1 2024 and discuss their outlook for the upcoming quarter.

A look back on Q1 2024 for M&G Japan Fund

With Central Banks signalling towards the end of hiking cycles in Europe, UK and the US and inflation trending downwards, is now the time for asset allocators to be looking to add more Fixed Income to portfolios? Investment Grade Fund Managers Richard Woolnough and Ben Lord will be joined by Investment Specialist Jack Ridge to dig into the key factors to consider as investors weigh up their bond allocations.

Is now the time to add to Fixed Income?

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

For Investment Professionals Only

Such is the urgency of Net Zero, the world is casting around for technologies which can quickly disrupt established fossil fuel value chains. Green hydrogen, produced from renewables, is receiving much of the attention, given its potential to feature in the re-invention of everything from transport to home heating. 

Policy, too, is coalescing around hydrogen with direct subsidies being established in the US last year and the EU this year. Our research leads us to be in equal parts excited and cautious about hydrogen’s potential. On the one hand, converting the existing $100bn hydrogen industry to clean technology presents an enormous investment opportunity. Clean hydrogen could also replace highly polluting temporary power sources such as diesel generator sets which are used everywhere from building sites to data centres. 

In other areas though, the excitement seems misplaced – efficiency losses mean clean hydrogen is unlikely to make its way meaningfully into the home heating system, and we don’t expect widespread take-up of expensive hydrogen cars. 

In this video, we aim to separate the hydrogen hype from reality, by discussing:

- Why hydrogen is now at the forefront of the decarbonisation debate
- Which applications we are most positive about hydrogen playing a role, based on our research
- How we find companies which can generate sustainable returns in such a new industry
- Examples of companies which are both impactful and capable of delivering a sustainably high return on capital
- And much more!

Making Sense of The Hydrogen Hype

For Investment Professionals Only

In the second instalment of our impact investing series, we will look at two exciting areas where impactful investors and companies can make a difference: genomics and social inclusion.

Genomics offers an opportunity to revolutionise healthcare and investment in genetic sequencing companies is a fantastic example of impact investing. Sequencing is supporting research and development efforts, transforming the diagnostics of disease, and has the potential to be a core component of breakthrough therapies.

Meanwhile, though there have been encouraging improvements in social inclusion in recent years, a lot more still needs to be done. Representation of women, ethnic minorities and other groups remains low at the highest levels of industry, and we also continue to see widening wealth and income gaps amongst underrepresented groups, which have been further amplified by the COVID-19 pandemic and the current cost of living crisis.

Join us in the second instalment of our impact investing series as we discuss: 
-  The role of genetics in rare diseases and cancer
-  Impact investment company examples within genomics and social inclusion 
-  Potential uses of genomics
-  The challenges and complexities of social exclusion
-  What can be done to achieve greater social inclusion?
-  Examples of impactful companies addressing social inclusion
-  And much more!

Exploring Impact Investing: Genomics and Social Inclusion

For Investment Professionals Only

Impact investing is defined as investing in companies that aim to deliver “meaningful societal outcomes by addressing the world’s major social and environmental challenges, while at the same time generating an attractive financial return”.

To find out what this means in practice, in the first instalment of this three-part video series we will explore:

- The crucial role that impact investing can play in tackling the world’s biggest social & environmental challenges
- M&G’s III (Triple I) framework; Investment, Intention and Impact
- What is the Theory of Change?
- Why impact investing in public markets is so important
- And much more!

Impact Investing 101: A Crash Course

Join Stuart Rhodes, Fund Manager, for an update on the M&G Global Dividend Fund.

M&G Global Dividend Fund update

As the fund approaches it's five year anniversary, join Fund Manager, Alex Araujo as he provides an update on the funds process, performance and some emerging trends in the asset class.

M&G Global Listed Infrastructure Fund

In this webcast, Maria Municchi, Fund Manager, will give an update on M&G's Sustainable Multi Asset Fund range.

M&G Sustainable Multi Asset Fund Range Update

As we transition to a greener economy, finance is playing the crucial role of overseer and enforcer of sustainability. ESG frameworks have given professional investors the ability both to assess organisations’ sustainability performance and to hold them accountable for driving transformation. With investors becoming more knowledgeable about the impact of their investments, interest in ESG is growing faster than ever and Bloomberg predicts that by 2025 ESG AUM will surpass $50 trillion. 

In spite of the tidal wave of ESG investments in other asset classes, the relationship between Emerging Market Debt and ESG remains fraught with challenges. The high correlation between low GDP per capita, low credit ratings and low ESG scores raises important questions about strategies based predominantly on exclusions, which may have the unintended consequence of depriving poor countries of much needed capital.  As appetite for sustainable investment opportunities grows, more thought needs to be given to the relationship between Emerging Market Debt and ESG, to ensure that finance can be leveraged to drive sustainable change in those areas with most need. 

In Episode 3 of M&G’s Original Series ‘Uncovering Emerging Market Debt ,’ we’re discussing the relationship between ESG and EMD and exploring strategies you can implement to integrate ESG into your EMD strategy. 

Join us as we discuss:
-  ESG and Sustainability factors: How to determine their pertinence with respect to EMD
-  Case studies and best practices: How to apply ESG factors to EMD companies
-  Can ESG help tackling global economic inequality?
-  And more…

Driving Sustainability in Emerging Markets: Integrating ESG into EMD strategies

Russia’s invasion of Ukraine has had a significant negative impact on global post-pandemic recovery. Since the war began, emerging markets debt has found itself under pressure, suffering one of the worst drawdowns in recent history and underperforming most other fixed income markets. In the first quarter of 2022, the JP Morgan EMBI Broad diversified Index, representing EM sovereign bonds issued in USD, fell by just over 10%, both as a result of the direct impact of the crisis and of the effect of higher Treasury yields on duration.
 
However, the impact of the invasion has varied enormously across asset classes and markets. For professional investors looking to add risk in emerging markets debt, it’s never been more important to understand how the impact of global macroeconomic trends varies for different segments of the asset class and the specific economic profiles of the different countries. 
 
In Episode 2 of M&G’s Original Series, ‘Uncovering Emerging Market Debt,’ we’re exploring the macro-economic risks for emerging markets debt as an asset class and discussing how the impact of current geopolitical uncertainty varies by region and asset class. 
 
Join us in the second episode of the series, as we discuss:
 
-  Key drivers and considerations for investing in different EMD assets
-  Macro trends impacting EMD: How global politics and current affairs affect returns
-  Differences and similarities between geographic regions: Mainstream vs Frontier. Latam, Asia, - 
-  Developing Europe 
-  And more…

Macro Considerations: Understanding Nuances in Emerging Market Debt

Emerging market debt (EMD) refers to bonds issued by countries with developing economies and corporations within these areas. They represent a source of diversification within a global bond portfolio, and in recent years have become increasingly popular amongst investors' portfolios.

Amongst other things, they offer the potential for higher yields and diversified exposure. In the first episode of this Emerging Market Debt series, we’ll deepen our understanding of what EMD actually is and the characteristics that it offers to investors.

Join us in the first episode of this series as we discuss:

-  The evolution and key characteristics of the EMD market
-  Key features and the risk/return profile of EMD 
-  How EMD can impact portfolio performance
-  And more…

An Introduction to Emerging Market Debt

In this webcast, Maria Municchi will look at the ways that the Cautious, Balanced and Growth funds negotiated some of the challenges faced by investors during Q2 2022, and the most pressing issues - and opportunities - likely to arise in the next quarter. She will also provide an update on the assets held within the positive impact section of each fund and the contributions those companies are making to a better future for the planet.

M&G Sustainable Multi Asset Fund range update, July

Join this webcast to hear an update on the funds, with Fund Manager, Carl Vine.

M&G Japan Fund and Japan Smaller Companies Fund update

M&G Positive Impact Fund update with John William Olsen and Ben Constable-Maxwell

M&G Positive Impact Fund update

Justin Upton, Fund Manager, will briefly discuss the market factors that propelled property performance in 2021 and the implications for returns in the near term. Justin will also address key concerns that investors have today when thinking about commercial property investment. From inflation and the ongoing sector structural shifts, to ESG considerations, Justin will offer his insights on each and highlight why the asset class remains an important part of a diversified investment portfolio.

M&G Property Portfolio Fund update

M&G UK Inflation Linked Corporate Bond Fund update

In this webcast, Maria Municchi will look at the ways that the Cautious, Balanced and Growth funds negotiated some of the challenges faced by investors during Q1 2022, and the most pressing issues - and opportunities - likely to arise in the next quarter. She will also provide an update on the assets held within the positive impact section of each fund and the contributions those companies are making to a better future for the planet.

M&G Sustainable Multi Asset fund range update, April

Despite being in the midst of one of the most challenging economic periods in history we have actually witnessed three exceptional decades for the traditional long-only 60/40 balanced fund. 

Equities and bonds have enjoyed stunning bull markets and, over the last 25 years, have provided negative correlation during equity bear markets. The result has been a staggering return for this type of ‘naïve’ strategy: Looking ahead, however, the journey looks a lot tougher and we are looking at the lowest prospective yield on a 60/40 equity/bond portfolio that we have seen in the past 40 years. 

That is a sobering thought for future returns and is an environment which will require investors to expect more dynamic and tactical investing in order to be able to deliver returns. 

We invite you on 16 July at 10:00 BST to a conversation with Jonathan Willcocks and Steven Andrew as they discuss their outlook for Multi Asset Investing in this challenging environment.


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 Talks: Enhancing prospective returns in a low return environment

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M&G Talks: Enhancing prospective returns in a low return environment

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