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Expert analysis and investment perspectives on the macro and market developments that matter.
From market outlooks and thought-leadership articles to macro and fund updates, our insights explore the trends and dynamics shaping global markets. Drawing on the expertise of our investment teams worldwide, we connect the dots - bringing clarity to the investment landscape and highlighting opportunities across public and private markets.
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Commitment's easy when the path is clear but harder when it's not. In Ampersand: The Commitment Issue, we explore how investors are adapting to a world defined by shifting power, persistent uncertainty and new sources of opportunity. From the cooling of US markets to China's evolving consumer economy, this edition looks at how the long-term focus is being redefined across global markets, while offering a grounded and forward looking perspective for you as investors as you navigate change.
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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.
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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.
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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.
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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.
The views expressed on this webpage should not be taken as a recommendation, advice or forecast.
The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.
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