TOP 5
Insight articles
1
The new real estate cycle: How changed perceptions will be consequential
Published in March, this Ampersand Issue 4 article examined how shifting investor perceptions reshaped the real estate cycle, highlighting structural changes and what they meant for long-term opportunities in the sector.
2
Quarterly Equities and Multi Asset Outlook – Q1 2025
Starting the year with a splash, this Quarterly Outlook article argued that company fundamentals matter more than macroeconomic trends, examining their weak correlation with equity performance and identifying opportunities for active investors amid geopolitical uncertainty and shifting interest rate expectations.
3
European exceptionalism: A new era for value investing?
Published in April, this piece examined the resurgence of European equities as a potential new era for value investing, contrasting Europe’s improving outlook with waning US exceptionalism, and highlighting valuation gaps and policy shifts that favoured European markets.
4
Why we’re banking on Europe’s value revival
This January article analysed Europe’s banking sector and its role in driving a value revival, considering how interest rate dynamics and regulatory developments could support a sustained recovery.
5
A new era? From US exceptionalism to exceptional European value opportunities
This Ampersand Issue 4 article from March explored the transition from US exceptionalism to Europe’s growing appeal, discussing what the shift meant for global investors and the case for rebalancing portfolios toward European value.
TOP 5
Capabilities
Discover which of our capability pages was visited most this year.
TOP 10
Most visited funds
TOP 5
LinkedIn posts
Private Markets: Going mainstream (Belgium)
This post from March outlined the potential of private markets, and how with new private investor-friendly fund structures, accessing this growing asset class is now a realistic option for all investors.
Podcasts
Dream Machine
In February, we launched Dream Machine, a different type of asset management podcast. Offering a more personal perspective on the world of investing, M&G Investments' fund managers share their insights on investing and discuss their career journeys, while revealing their dream vending machine items along the way. Hosted by Laura Brown and Alex Matcham, they bring you closer to the people behind the portfolios.
Already tuned in to Series 1? Put your memory to the test – how well do you know our fund managers’ favorite vending machine treats?
BOND VIGILANTES
Article of the year
