Understanding the Investment Paradox
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Long Term Investment Strategy
1. The global economic centre of gravity is rapidly moving…
2. What do real yields in emerging markets versus developed markets mean for bond investors?
a. Real yields in emerging markets are generally depressed compared to developed market real yields, making them potentially attractive from a valuation perspective
b. Real yields in emerging markets are generally depressed compared to developed market real yields, making them unattractive from a valuation perspective
c. Real yields in emerging markets are generally elevated compared to developed market real yields, making them potentially attractive from a valuation perspective
d. Real yields in emerging markets are generally elevated compared to developed market real yields, making them unattractive from a valuation perspective
3. Where do we seem the main opportunities in real estate as we move through 2020?
a. Retail in prime locations
b. Office sector in well-connected cities
c. Value sectors such as hospitality, student, residential
d. All of the above
4. What is one of the main advantages of real estate from an ESG perspective?
a. There are none as it’s very difficult to incorporate ESG factors
b. Control – ownership gives you the ability to control ESG factors
c. Exclusion – you can simply exclude tenants that don’t meet a certain criteria
d. Cost – incorporating ESG in real estate is very cost effective
5. What do M&G believe are the benefits of investing in internal managers?
a. Ability to carry out greater depth of Investment Due Diligence
b. Ability for managers to focus on long-terms performance numbers rather than the next quarter
c. Ability to tailor the funds to suit the M&G manager skillset and the multi-asset fund requirement
d. All of the above
6. How are M&G trying to integrate ESG into their investment process?
a. Some negative screening but with a focus on integrating ESG factors and risks into their investment process and engaging with portfolio companies on ESG issues
b. Exclusion of perceived ‘sin-sectors’ only
c. Only investing in the highest quality ESG names and sacrificing investment returns
d. Only incorporating external data provider views such as MSCI
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