Edition II

Here we bring you in-depth analysis, wide-ranging expert opinions and thought-provoking content to help you navigate the ever-changing landscape of investment markets, and map out the opportunities and challenges for portfolios today

In the wake of global upheavals and economic uncertainties, investment markets have become increasingly complex. Equity markets grapple with volatility stemming from geopolitical tensions, technological disruption, and shifting consumer behaviours. However, amidst the turbulence lie opportunities in sectors like technology, healthcare, and renewable energy, where innovation fuels growth potential. Credit markets face their own set of challenges, yet opportunities can be found in investment grade and high yield bonds, and structured credit, offering attractive risk-adjusted returns for investors. This is happening against an exceptional back drop of a year in which nearly 50% of the world’s population will be going to vote. I would emphasise the importance of identifying durable themes and remaining selective while plotting your way through these uncertain times.

When you invest with M&G Investments, you are tapping into a global network of investment teams with world-class research capabilities and expertise across multiple asset classes. In Ampersand, we connect the dots to bring you this ‘Intelligence Connected’. From exploring the nuances of investment grade credit, to uncovering the potential in infrastructure, Asia equity, private markets, and asset allocation strategies, we aim to equip you with the insights needed to decode today’s dynamic markets. We share our second Bond Vigilantes comic strip, and are also pleased to feature personal perspectives from our CIO, Equities, Multi Asset and Sustainability, Fabiana Fedeli, and Fund Manager, Richard Woolnough.

As we embark on this journey together, we invite you to explore the pages of Ampersand and uncover the treasures that lie within the complexities of today’s investment landscape. For investment professionals and financial advisers only. This is a marketing communication. The views expressed in this document should not be taken as a recommendation, advice or forecast. The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Wherever performance is mentioned, past performance is not a guide to future performance.