M&G Investments

As one cycle closes and a new one begins, real estate continues to face challenges – yet challenge also fosters opportunity. How can investors distinguish between cyclical signals, structural trends and short-term noise? Find out more in our mid-year report.

With impact investing’s growth comes heightened scrutiny, and scepticism is putting its role to the test. Cut through the noise and read about the three trends reinforcing its relevance amid the ongoing debate.

The investment landscape is shifting. Economic, political and financial uncertainty has risen and investors are responding. What lies ahead for investors?

Investors are increasingly looking to diversify their fixed income investments. Whilst many options are available, one of the most compelling is specialty finance.

Structural drivers are propelling specialty finance into sharp focus. Traditional bank lenders have narrowed their lending activities and speciality finance has grasped the opportunity. Explore how this investment area could be an alternative income source.

To limit the increase in global temperatures to well below 2°C above pre-industrial levels, disruption is needed on an industrial scale in a world where history, the wealth effect and population growth all point towards increased energy demand.

There have been some fundamental shifts in real estate markets since this point in the last cycle; some well-documented – like global disruption to office and retail sectors – others more subtle, such as a change in perceptions around real estate investing.

Pushback against diversity, equity and inclusion (DEI) initiatives has been simmering since 2023, culminating recently with the actions of the Trump administration in the US.