US private debt: silent engine of growth and warning signal for global investors

While Europe continues to attract investors seeking attractive valuations and macroeconomic stability, M&G sees a fundamental shift occurring in the US capital markets: 75 percent of credit growth is now taking place through the private market—a structural transformation that is only accelerating.

‘Reshoring trend accelerates, investors must rethink strategies’

The tariffs announced by President Trump are accelerating an already ongoing reshoring trend. Companies are being forced to revise their strategies—and so are investors. Intermediaries stand to benefit, as do warehouse providers. According to Christoph Berger of DNCA (Luxembourg), investors would do well to focus on countries gaining ground in the reorganization of supply chains, but without letting import tariffs be their sole guide.