Multi-Asset solutions quarterly update
60 min read 10 Apr 24
On this event, we heard from Shanti Kelemen, Chief Investment Officer at M&G Wealth Investments, Phil Butler, Portfolio Manager at the M&G Treasury and Investment Office (T&IO) and George Rolls, Investment Specialist within the M&G Asia Team. They discussed:
- Recent performance and the current positioning across our Model Portfolio Service and Risk Managed Active/Passive Funds
- Our market outlook and key themes being monitored
- Insights on Asia and Emerging Market equities and why we think these are undervalued
- Our thoughts on US equities, including the technology sector and potential risks
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1. What region is expected to have the highest GDP growth in 2024 and 2025?
a) United States
b) Africa
c) Latin America and Caribbean
d) Emerging and Developed Asia
2. What are two metrics to consider when looking at how ‘shareholder friendly’ a company is?
a) Price to earnings ratio and earning per share
b) Net Debt and earnings growth
c) Dividend payout ratio and share buybacks
d) Dividend yield and earnings growth
3. What are some of the key risks faced by large technology companies?
a) Lower advertising spending, reduced regulation, lower trade barriers
b) US/China tensions, reduced regulation, fading AI enthusiasm
c) Anti-trust lawsuits, competition from abroad, slowing services growth
4. Are valuations a good predictor of future returns?
a) Yes but only in the short term
b) No, they do not help in the short or long term
c) Yes for the long term, but they have limited predictive power in the short term
1. What region is expected to have the highest GDP growth in 2024 and 2025?
a) United States
b) Africa
c) Latin America and Caribbean
d) Emerging and Developed Asia
2. What are two metrics to consider when looking at how ‘shareholder friendly’ a company is?
a) Price to earnings ratio and earning per share
b) Net Debt and earnings growth
c) Dividend payout ratio and share buybacks
d) Dividend yield and earnings growth
3. What are some of the key risks faced by large technology companies?
a) Lower advertising spending, reduced regulation, lower trade barriers
b) US/China tensions, reduced regulation, fading AI enthusiasm
c) Anti-trust lawsuits, competition from abroad, slowing services growth
4. Are valuations a good predictor of future returns?
a) Yes but only in the short term
b) No, they do not help in the short or long term
c) Yes for the long term, but they have limited predictive power in the short term
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