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不確実性が常態化した今、信念を貫くことはかつてないほど重要である一方で、より複雑になっています。日本語版Ampersandでは、オリジナル版(英語)から日本の投資家の皆様にご関心が高いと思われるコンテンツをピックアップし、日本語にしてお届けします。本稿でご紹介するM&Gの視点や、変化の激しい環境で信念を貫くことの意義が、皆さまの資産運用のヒントとなれば幸いです。
In the Disruption Edition of Ampersand, we explore how rapid market, geopolitical and technological change is reshaping the global investment landscape. From sovereign debt and artificial intelligence to equity income and private markets, this edition looks at how long-held assumptions are being challenged, offering a forward-looking perspective for investors navigating a world in flux.
In Issue 3 of Ampersand, we explore the diverse and evolving landscape of Asia and emerging markets at a time of shifting growth dynamics and geopolitical tension. From China, India and Asian credit to private markets and real estate, this edition looks at why a more targeted, active approach is critical for investors navigating uneven risk and opportunity.
In Issue 2 of Ampersand, we explore how investors can navigate increasingly complex and volatile markets shaped by geopolitical change, technological disruption and economic uncertainty. From equities and credit to infrastructure, private markets and asset allocation, this edition looks at how identifying durable themes and remaining selective can help investors chart a course through change.
In our inaugural issue of Ampersand, we explore how investors can step back from a fast-moving news cycle to focus on long-term themes shaping global markets. From innovation and inflation to private markets and sovereign debt, this edition sets out M&G’s investment philosophy, offering considered insight, depth of analysis and a long-term perspective for investors.