M&G rotates its funds towards the UK, Japan and emerging markets for year-end.
The British asset manager M&G believes there are opportunities in the stock market until the end of the year, but it's necessary to be very selective and complete portfolios with both public and private debt.
M&G, a British asset manager, sees opportunities in the stock market until the end of the year, but advises being selective and complementing portfolios with public and private debt. The company is focusing its funds for the last quarter on the UK, Japan, and emerging markets, with equities as the main pillar of its strategy. M&G prioritizes companies with high free cash flow generation, pricing power, and solid balance sheets in these geographies.
The firm believes that all regions it has rotated its portfolios towards offer low valuations, particularly the UK, and highlights Japan's structural policy shift and emerging markets' tech and industrial leaders. M&G also plans to support portfolios with convertible bonds and increase exposure to US and UK public debt.
Written by urgent.news from Expansion ES's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
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