Quarterly equities and multi asset outlook – Q2 2025 – M&G Investments

In the Impact Equities team, M&G Investments' emphasis on promoting climate consciousness in their investee companies has definitely become challenged by the change in political focus in the US, both across the company's Paris-aligned and impact strategies.

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... Investors started this year thinking that corporates and governments were better prepared for a Trump 2.0 trade war. That proved not to be the case, so how should they be positioning amid the turmoil? 

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