24th June 2021
Understanding the Investment Paradox (150 minutes)
150 minutes CPD
As many places in the world still deal with the pandemic, we also see exuberant stock markets. So how should investors confront how to play a post-coronavirus recovery?
Listen to our Investment Paradox seminar to hear our asset allocation outlook for 2021 and our views on the key themes across Fixed Income, Equities and Property to try to identify where the likely investment winners and losers will be going forward.
There are four sessions which qualifies you for 150 minutes structured CPD:
- 2020 Strategic Asset Allocation (SAA) – How M&G Treasury & Investment Office looks at asset allocation in 2021 – the themes we should consider and how we’re integrating ESG into our asset allocation process
- An overview of Fixed Income – where can investors unlock value and what are the key drivers going forward
- Commercial Property Outlook – outlook for the asset class, what we’re doing about evolving the strategy and considerations post covid and understanding the threats and opportunities within the asset class
- Exploring the Equity Market – how we choose managers to run our mandates. How we look at value and growth within them, what drivers do we see for European and Asian equities and where are the opportunities.
Learning Outcomes – to demonstrate an understanding of:
- The possible drivers and structural shifts to consider when asset allocating and where we’re allocating in the 2021 SAA
- Where the value is in Fixed Income market while rates and yields remain so low and whether the flood of support from governments and central banks could stoke inflation for consumers
- What next for Commercial Property, where do we see threats and opportunities within this asset class
- Where the opportunities in equity markets are and what are the main drivers for diversification in equity allocations are