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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2018 APR

Fund updates

Claudia Calich

18/04/2018

Economic cycles and positioning for rates, credit, and FX

A look at how the flexibility of the M&G Emerging Markets Bond Fund enables diverse exposures to be taken in the rates, credit, and FX markets of individual countries, depending on their differing economic cycles.

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Insights

Ritu Vohora

06/04/2018

Equities Market Perspective

Concerns have shifted to the potential for corporate profits to be undermined if a trade war erupts with China announcing a new round of tariffs on US products. Investment Director, Ritu Vohora explains this month how global equities retreated following trade spats and negative news flow from tech stocks in the wake of Facebook privacy concerns.

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

2018 MAR

Thought leadership

Jonathan Willcocks

06/03/2018

Joffy’s Journal — Active vs Passive – a fresh perspective

The fifth in a series of videos looking at the change in investor behaviour over the years and how asset managers have responded, Global Head of Distribution, Jonathan (Joffy) Willcocks gives his take on the active vs. passive debate.

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Insights

Ritu Vohora

05/03/2018

Equities Market Perspective

February highlighted the difficulty and potential costs of trying to time the market, the worst week since 2016 was followed by the best week since 2015. Those who kept calm and stayed invested were rewarded. Investment Director, Ritu Vohoru explains why selectivity in the equity markets remains key.

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

Fund manager – Richard Halle

01/03/2018

M&G European Strategic Value Fund- Lessons from a decade of value investing

On the tenth anniversary of the launch of the M&G European Strategic Value Fund, Fund Manager Richard Halle reflects on the lessons learned during a tough time for value investors. In his view, a disciplined process is the key to coping with the challenges associated with investing in cheap stocks. Despite a difficult few years, he believes value investors should keep the faith.

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2018 FEB

Fund updates

Léonard Vinville

21/02/2018

M&G Global Convertibles Fund - Fund update

Sustained stockmarket rallies have been reflected in the convertibles market, which seems well placed to benefit from current market conditions, such as rising interest rates and higher volatility.

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Fund updates

Jamie Horvat, Fund Manager and Henrietta Walker, Investment Director

19/02/2018

M&G Global Themes Fund update

Jamie Horvat, fund manager of the M&G Global Themes fund discusses the recent changes to the fund with investment director, Henrietta Walker, which include changes to the fund objective, investment policy and name change.

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Fund updates

M&G Investments

08/02/2018

M&G Optimal Income Fund - Investment review 2017 and outlook for 2018

Contributions to fund performance in 2017 came from across its wide-ranging asset class exposures. Here, we examine this in more detail and give our outlook for bond markets in 2018.

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Insights

Ritu Vohora

07/02/2018

Equities Market Perspective

Stocks sold-off in the last few trading days of January on concerns of rising bond yields. In this month’s update, Investment Director, Ritu Vohora explains how tax cuts could create winners and losers in the corporate sector at a time of an improving economy and very high business and consumer sentiment.

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

Insights

M&G Global Listed Infrastructure Fund

02/02/2018

Royalties as infrastructure

As their name suggests, the origins of royalties trace back to sums or ‘royal rights’ paid to a sovereign for the use and/or exploitation of crown lands – whether for farming, grazing, or mineral extraction.

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