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Connecting the Dots

M&G Investments

M&G Investments is an asset manager that connects the dots across its global network of investors to identify investment opportunities. In this podcast channel, M&G Investments’ experts discuss opportunities, trends and the impact of the changing international landscape across fixed income, private markets, multi-asset, equities and sustainability. For professional investors only.

PublishesInfrequentlyEpisodes42Founded5 years ago
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Latest Episodes

With growth top of the agenda for investors moving into 2025, join M&G Investments’ CIOs for their outlook amid a number of macroeconomic effects at play. They deliberate on growth, the Trump presidency and tariffs given the potential implications fo... more

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In a year of global elections, the main stage has been set and all eyes are now on the White House and Congress in the US. In this episode, Anthony Balestrieri and Tony Finding discuss what investors are keeping a close watch on – from the bearing th... more

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A misconception that asset-backed securities (ABS) is largely the experience that the US subprime market went through during the global financial crisis still exists. In this episode, Matt Wardle and Harry Bullamore dispel the misconceptions around A... more

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Each month experts from across our global network of investors will join us to bring you their views across equities, fixed income and private markets. This debut episode features investment perspectives from M&G Investments’ three Chief Investment O... more

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Post-Global Financial Crisis, income investing in equities found itself in the wilderness. The only way to outperform between 2010 and 2020 was to be at the growth-end of the spectrum. But that all changed abruptly in 2022 with spiralling inflation a... more

While Europe’s private asset-backed finance markets have been growing in importance for a number of years, it's only in recent years where we've seen the regulatory pressures that banks are facing come to the fore, fuelling a strong desire to shrink ... more

As billions of people vote in national elections in 2024, including seven of the world’s 10 most populous nations, our panel of cross asset class experts looks at the issues and potential unique and overlapping implications at play across developed a... more

History offers useful lessons, as a plethora of adages often remind us. In the first episode of 2024, Jose Pellicer Global Head of Investment Strategy and Richard Gwilliam, Head of Research at M&G Real Estate, kick off the new year with a brief look ... more

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Connecting the Dots launched 5 years ago and published 42 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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