Why the Euro High-Yield Market May Be Worth the Risk
Meanwhile, the amount of distressed debt is small and is concentrated in the low single B/CCC part of the market, so we don’t expect it to become a systemic concern. For the
US Equities: Perspectives on Recent Volatility
It’s been a rough start to the year for US equity investors. Yet the volatility hasn’t been too far out of the ordinary in historical context. The S&P 500 fell by 3.3%
Multi-Asset 2025 Outlook: Expanding Horizons
US Policy and Deficits Add Uncertainty Our outlook, of course, is subject to change given several uncertainties in the mix. We’re closely watching policies expected out of the new US administration, which
Investing for Security in Unstable Times: Energy and Supply Chains
What type of businesses could benefit? We believe companies that manufacture equipment or infrastructure for electrification should continue to enjoy solid growth as the quest for energy security plays out. Similarly, equipment
Power Play: How to Invest Smarter in the Race for Electrification
The Need for Speed Speed to market is an important consideration. In the US, for instance, AI is substantially increasing power demand at a time when significant amounts of coal-fired power generation
Investment Perspectives 2025 Outlook: No time for complacency
Investment Perspectives 2025 Outlook: No time for complacency | M&G Investments Macro 15 min read 9 Dec 24 Source link
How tariffs may affect markets and portfolios
Donald Trump’s second term as president brings with it new priorities and shifts in policy that may have significant implications for investors. The new administration looks to use tariffs as a key
Pets, Pop and Sin Stocks: Not Every Fad Is a Thematic Portfolio
Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments. What do pet lovers, Korean pop music and sin stocks have
CLG to Share Legal, Regulatory Insights at Inaugural Congo Energy & Investment Forum
With expertise spanning multiple industries, a delegation from pan-African legal and advisory firm CLG (formerly Centurion Law Group) will speak at the inaugural Congo Energy&Investment Forum (CEIF) in Brazzaville this March. CLG,
Are branded homes good investment in India? Insights from experts – Real Estate
Updated Mar 26, 2025 17:38 IST Are branded homes good investment in India? Insights from experts (Pic: Shutterstock/ ET NOW) Real Estate : Branded homes in India have become an increasingly appealing
UAE and Brazil’s infrastructure opportunity
Image: Supplied Fifty years ago, Brazil and the UAE established diplomatic relations.Over time, this relationship has become steadily stronger, befitting their mutual status as economic engines and hotbeds of innovation. Brazil and