Connecting the Dots

In major economies inflation is approaching double figures and already setting 40-year, or more, highs. This wasn’t supposed to happen but the reality is that it is. In this episode, David Parsons and David Lloyd discuss the once comfortable coalition between central bankers and politicians, the prospect of achieving positive real returns and how fixed income can mitigate the cost of de-risking.  ...

As the world tried to make sense of the pandemic, a record number of distress funds hit the road to raise capital in the expectation of an avalanche of investment opportunities – but this expectation soon failed to meet reality. Riccardo Cumerlato, Mustafa van Hien and Biliana Sourlekova investigate what happened to the missing deal.   Host: Riccardo Cumerlato, Client Director, Restructuring and D...

Traditionally an area dominated by banks, consumer lending is a well-established asset class, but what’s new is that asset owners can now get access to these assets. In this episode, Jerome Henrion guides us through the diversification benefits, inflationary advantages in the current environment, making sense of a heavily data-intensive asset class with more than a billion data points and the key...

Inflation has proved to be anything but transitory. In this episode, David Parsons and David Lloyd discuss the economic impact of an evolving inflationary environment, the implications of supply-constrained inflation feeding into policy, the varying scope for manoeuvre from central banks around the world and why patience is key.    Host: David Parsons, Head – Public Debt Investment Specialist Team...

As lockdown restrictions lift and economies reopen, Jose Pellicer, Paul Crosbie and Andrew Amos survey the value add landscape and what this means for occupiers and discerning investors. Plus – what does it take to navigate high-quality real estate assets out of complex situations?   Host: Romil Patel, Senior Editorial Manager Speakers: Jose Pellicer, Head of Investment Strategy, M&G Real Estate A...

With inflation sitting at the core of many issues that investors are grappling with today, David Parsons sits down with Miles Tym and Richard Ryan to consider the pacing of central bank policies to tackle this rising concerns, the potential danger points following interest rate hikes and how an evolving environment might impact a wider range of bond assets, specifically corporate bonds. Host: Davi...

In an era of generally steep pricing, the focus is on real estate quality to cater to a variety of specific cultural and geographical requirements. Jose Pellicer and Richard van den Berg explore this, plus the nuances of doing business in Asia Pacific – and much more in the latest episode.    Host: Romil Patel, Editorial Manager Speakers: Jose Pellicer, Head of Investment Strategy & Richard van de...

With higher inflation now a global phenomenon, the extent of its pick-up varies from country to country. David Parsons and Miles Tym explore the localised responses, whether Gen X will be Gen debt and above all – whether inflation is here to stay.    Host: David Parsons, Head – Public Debt Investment Specialist Team Speaker: Miles Tym, Senior Portfolio Manager – Government Bonds   For Investment P...

The concept of real estate lending has been around for centuries and continues to evolve. In this episode, Riccardo Cumerlato chats with the investment team about potential new opportunities in underserved corners of the real estate market and how the innovative tailoring of loans to unique project requirements can help make a difference to people’s lives. Host: Riccardo Cumerlato, Client Director...

How has the asset mix changed in European real estate? What should investors in the sector look for when selecting partners to work with them, and how is European real estate likely to evolve as requirements of property change and environmental considerations increase in importance? Jose Pellicer is joined by David Jackson as he reflects on 30 years of fund management. Host: Jose Pellicer, Head of...

What are the global themes responsible for driving and reshaping the modern infrastructure landscape? How can infrastructure investment play a part in supporting a wide range of ambitions, from decarbonisation, to digitisation? As the world transitions from the rhetoric of ESG commitments, to following up with action and data, we invite our colleagues at Infracapital, to discuss these trends and m...

Private assets have been steadily growing in popularity in recent years, with estimates that global alternative assets under management will have grown from 10 trillion dollars at the end of 2020, to 17 trillion dollars by 2025. So, what is it that makes private assets so attractive to clients? Why are they so useful as part of an investment portfolios? How can the issues of liquidity and complexi...

From the ‘Great Moderation’ of the 1980’s, to the current day, the inflation environment has been relatively benign, with the policies of recent years mostly concerned with preventing deflation. However, as economies begin to rebound from the Covid crisis, inflation has ticked up. Is the current rise in inflation transitory, or could we see Central banks move to tighten policy? David Parsons and D...

While sustainability has been most obviously implemented within public markets, appetite from investors to access private market opportunities has grown. With fewer disclosure requirements, and challenges in providing tangible evidence and data that prove the sustainability of business operations, can allocations to private credit be coherent with a desire to increase sustainability in investment?...

Our latest episode of The Investment Podcast takes a closer look at real estate as we navigate the road to recovery from the pandemic. We discuss the outlook across different sectors and geographies, globally – which could see rapid growth and which may lag behind – whilst taking account of the ‘good old’ business cycle. We also explore the potential impact of inflation on the asset class. Host: J...

There has been significant positive momentum in credit markets since the Covid crisis began, underpinned by unprecedented levels of government and central bank support. However, despite market expectations of a sharp rebound in economic activity, there remain significant risks to this view. Notably, what happens as the stimulus packages are wound down - how will markets respond? What does the stru...

How do we find a private special situations investment? What kind of work do we do before making such an investment? What is our role once the initial investment is completed? In this podcast Riccardo Cumerlato, Client Director at M&G Investments, sits down with Fund Manager, Andrew Amos, to talk about an innovative investment in the area of music copyright royalties and how M&G has taken a differ...

As ESG continues to develop its role in society, we evaluate the awakening of the real estate industry to ESG issues and how things might look in 2050. What are the net zero commitments? Will the real estate sector conform to a standardised approach to certification? Are social issues being overlooked in real estate? Or is this an aspect of ESG that is a growing trend? Hear from Jose Pellicer and...

Welcome to The Investment Podcast. As we enter 2021, we examine some of the narratives that have emerged from the real estate sector during 2020 and how much truth there may be to them in the coming year. Has COVID-19 caused a permanent shift? How will the retail sector continue to evolve? What is the outlook for the industrial sector? Host: Jose Pellicer, Head of Investment Strategy, M&G Real Est...