M&G's Matcham: Concentration risk, consolidation and 'reframing' the active debate

Building on history of innovation

Katrina Lloyd
clock • 6 min read

Alex Matcham, head of UK wholesale at M&G Investments, talks to Katrina Lloyd about how the group is responding to the big issues facing asset and wealth managers in 2025.

Tackling portfolio concentration risk has been a key discussion point for wealth managers and their clients at the start of 2025, after a year driven by returns from the ‘Magnificent Seven'. M&G head of wholesale Alex Matcham observes it is "quite challenging for people running money right now" as the US makes up around 70% of the MSCI World index, requiring active calls around relative positioning. M&G poaches director of distribution from Standard Life However, investors' search for diversification options in the current climate outside the US tech giants is presenting opportunit...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Event Voice: Stepping out of cash into the Credit Sweet Spot

Event Voice: Stepping out of cash into the Credit Sweet Spot

Peter Marsland, Fixed Income Investment Specialist, from Aberdeen discusses the Short Dated Enhanced Income Fund at the June Fixed Income Market Focus.

Peter Marsland, Fixed Income Investment Specialist
clock 08 July 2025 • 4 min read
Investors undergo 'buyers' strike' in June sending order values to two year low

Investors undergo 'buyers' strike' in June sending order values to two year low

Middle East conflict did not deter investors

Eve Maddock-Jones
clock 08 July 2025 • 2 min read
The big questions around re-evaluating risk for the retail investment industry

The big questions around re-evaluating risk for the retail investment industry

Discussions at Global Investment Management Summit

Katrina Lloyd
clock 08 July 2025 • 8 min read
Trustpilot