Exploring private assets

What is it that makes private assets so attractive to clients? Why are they so useful as part of an investment portfolio? How can the issues of liquidity and complexity be solved, and what might their future hold?

From the ‘Great Moderation’ of the 1980’s, to the current day, the inflation environment has been relatively benign, with the policies of recent years mostly concerned with preventing deflation. However, as economies begin to rebound from the Covid crisis, inflation has ticked up. Is the current rise in inflation transitory, or could we see Central banks move to tighten policy?

With countries around the world rolling out their vaccine programmes and with growing optimism about the outlook for the global economy, has a potential return to normality been reflected in private and illiquid credit?

As millions were asked to work from home in 2020 to help curb COVID-19 infection rates, the long running debate on the optimal work-life balance was finally put to the test.

Can allocations to private credit be coherent with a desire to increase sustainability in investment? Catherine Ross and Fiona Hagdrup sit down to explore the compatibility of these two investment aims.

Picking up on the themes from their latest Global Real Estate Outlook, the real estate team at M&G Investments discuss the outlook across different sectors and geographies.