Insights and market news

For insights, thought leadership and market commentaries straight from the fund management floor. Some of the views expressed on this page are from third parties and should not be taken as M&G's views.

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  • Commentary
  • Convert-sations
  • Fund updates
  • Insights
  • Panoramic Outlook

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  • Convertibles
  • Equities
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  • Multi-asset

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2017 SEP

Insights

Ritu Vohora

07/09/2017

Equities Market Perspective

In this month’s update, Investment Director Ritu Vohora looks at the case for investing in Japanese equities, which is arguably the strongest it’s been for many years.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.

Watch the video

2017 AUG

Fund updates

Fund Managers James Tomlins and Stefan Isaacs

24/08/2017

A new high yield solution for a rising rate environment

M&G is pleased to announce the latest addition to its retail fixed interest fund range. The M&G (Lux) Floating Rate High Yield Solution provides a well-diversified exposure to high yield credit while limiting the negative impact of rising interest rates. The fund invests in credit default swap (CDS) indices and floating rate government bonds, maximising both liquidity and cost-efficiency. The flexibility of the investment strategy gives the fund managers the ability to adjust regional allocations and credit exposure based on their market outlook and assessment of valuations.

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Insights

Ritu Vohora

04/08/2017

Equities Market Perspective

Ritu Vohora's Equities Perspective update - August 2017

In this month’s update Ritu Vohora, Investment Director, asks if cyclicals are back in the driving seat of the equities rally, and gives a short update on how equities have performed globally across the sectors. For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.

Watch the video

Fund updates

Jim Leaviss

01/08/2017

Update on key themes and fund positioning

The M&G Global Macro Bond Fund is a flexible and diversified bond fund whose main performance drivers are the active management of duration, credit risk and currencies. Fund Manager Jim Leaviss’ current investment themes include a significantly underweight duration stance, caution towards areas of the credit market, and a more constructive view on the outlook for the euro.

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2017 JUL

Insights

Stefan Isaacs

28/07/2017

M&G European Corporate Bond Fund – Convictions running high

This week marks the 5th anniversary of ECB President Mario Draghi’s now famous pledge to do “whatever it takes” to save the euro.

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Fund updates

Leonard Vinville

13/07/2017

Reaping the benefits of asymmetric returns for 10 years

The M&G Global Convertible Fund was launched on 13 July 2007. During the subsequent 10-year period, Fund Manager Léonard Vinville and his team have successfully navigated through what, at times, have been very turbulent waters, and delivered first-quartile returns since inception1. In Léonard’s opinion, convertibles remain a valuable investment proposition, particularly in the current uncertain environment, and he is confident that his consistent investment process has the ability to sustain the fund’s robust performance.

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Insights

Ritu Vohora

06/07/2017

Equities Market Perspective

Investment Director Ritu Vohora, reviews how equities performed across the different sectors with central banks being the theme this month.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.

Watch the video

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