Events
M&G Annual Investment Forum (Global) - Through the looking glass - capturing structural change
Fabiana Fedeli will offer insights into the main trends and issues that are likely to influence equity markets in the coming year. The uncertain macroeconomic backdrop and rising real interest rates have put equity markets under pressure. But Fabiana believes there are still opportunities for selective, long-term equity investors. Thematic investing, which aims to take advantage of long-term structural changes in the economy, could be a valuable area to explore. Themes such as infrastructure, the low-carbon ecosystem and innovation, including AI, are expected to persist, regardless of short-term volatility. At the company level, focusing on themes such as improving corporate governance and 'smarter growth' (higher returns on capital) could also prove beneficial for investors. As always, the key is to be selective and focus on individual companies that can deliver for their investors.