Government bond yields are rising across several major economies, prompting fresh debate among the team about inflation, growth and the path for interest rates. They then turn to the telecom sector, where new technology and competition are shaking up an historically sleepy and ‘defensive’ corner of the market. Finally, this month’s stock spotlight is HDFC…

Watch the latest 60-minute session anytime. M&G’s experts explore what today’s markets mean for your clients – covering market concentration risk, retirement suitability, behavioural finance and the latest PruFund performance and EGRs, with practical takeaways for client conversations. This 60-minute session explored what today’s market conditions meant for clients and provided practical strategies to help…

For decades, investors became accustomed to political leaders focusing primarily on politics.  As a result, financial markets were largely driven by the longer-term interaction between economic fundamentals and public policy. Investors could focus on how fiscal and monetary decisions might influence interest rates, inflation and currencies over time, while direct political impacts on individual companies…

When people ask me what moves shorter-tenor government bond yields, they usually expect the textbook answer: inflation expectations, labour-market data, central-bank guidance and the way those forces interact. Decisions in uncertainty: how do you know which headlines deserve a response? Yet some of the most difficult investment decisions I’ve faced have come during periods when…

I’ll say the unfashionable thing out loud: I’d rather be reliably a little bit right than occasionally spectacularly right.  Quantitative Investment Director Ross Olusanya says the most underrated edge in investing is consistency, not brilliance. Find out why. In a business that rewards the bold call and the star manager, that sounds like an admission…

Wednesday 23 September 2026, 11:00–12:30 (UK) Join the conversation as Scottish Mortgage managers Tom Slater and Lawrence Burns explore AI, China and the forces shaping the decade ahead, and what they could mean for the portfolio. They’ll be joined by mathematician and broadcaster Professor Hannah Fry, Wharton Professor and AI expert Ethan Mollick and Linda Lin,…

Investor confidence only holds if portfolios can withstand the shocks. In the latest Investor Compass article, M&G’s CIO Ciaran Mulligan explores how genuinely diversified, forward-looking portfolios can absorb market shocks, reduce volatility and give clients the confidence to stay invested when uncertainty rises. Emotional resilience is only part of the equation. Investors also need portfolios,…

Investors see stagflation – periods of high inflation and low growth – as generally negative. But historic data highlights potential opportunities by sector and region. On the back of soaring energy prices, fears are rising that the global economy could be heading in a stagflationary direction – one where economic growth is weak and inflation…

US Treasury yields, a weaker US dollar and a sharp rebound in oil prices remained the key drivers of emerging market debt (EMD) in July. Renewed tensions in the Middle East pushed oil prices higher, with the Brent crude rising 23.6% to US$90.1 a barrel. Higher oil prices reignited inflation concerns globally and contributed to…