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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  • Fund updates
  • Insights
  • Market summaries
  • Panoramic Outlook
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  • Equities
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  • Multi-asset

2018 FEB

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.

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Fund updates

02/02/2018

M&G Global Select Fund - 50 year anniversary note

If you were around in England on 19 December 1967 you faced a difficult choice: pay £15 to catch the Jimi Hendrix and Pink Floyd gig in Coventry, or invest in the new M&G Global Select Fund (or the M&G Magnum Fund as it was known then).

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2018 JAN

Fund updates

M&G Multi Asset team

30/01/2018

Scaling back equity exposure

The M&G Multi Asset team thinks that equities are still attractive relative to most other asset classes, but we also feel that the recent rapid upward price move could be ‘episodic’, thus making it vulnerable to a change in direction. In order to reduce risk and to give scope to exploit potential opportunities, we scaled back some equity positions but maintain material exposure to the asset class.

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Fund updates

M&G Retail Fixed Interest

30/01/2018

Bond markets are different: the benefits of an active approach in today’s low-return world

While passive investments have grown in size and prominence in recent years, we believe there are good reasons why investors should choose active management when investing in fixed income today; we discuss the main ones below.

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Fund updates

Stuart Rhodes

29/01/2018

M&G Global Dividend Fund – Review of 2017

Against a buoyant equity market in 2017, the fund experienced a positive year on the whole. Top performers and underperformers were more stock-specific in 2017 and not clustered around factor exposures. Methanex was the leading positive contributor as it benefited from a favourable backdrop for methanol, while Pandora was the biggest detractor as the market continued to be sceptical about its growth prospects.

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Fund updates

Tristan Hanson

26/01/2018

M&G (Lux) Global Target Return Fund - Investment Review 2017

The M&G Global Target Return Fund launched in December 2016 and, since inception, it has looked to provide steady, positive returns to investors in an evolving investment environment. Fund Manager Tristan Hanson provides an insight into his key investment decisions and the market environment in 2017, a year that saw global economic growth and investor sentiment gradually improve.

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Insights

Ritu Vohora

08/01/2018

Equities Market Perspective

As the New Year begins, investors may be wondering if 2018 will bring as many positive surprises as 2017. In this month’s update, Investment Director, Ritu Vohora explains why equities remain the asset class of choice for 2018.

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Insights

M&G Multi Asset team

03/01/2018

M&G Multi Asset team - Looking ahead to 2018

Most investors have had a very pleasant experience in 2017, with many major assets generating strong positive returns, and in many cases with low day-to-day volatility. The strength of these gains has understandably raised alarm bells; investors are conditioned by experience to worry about bubbles after good periods. Moreover, after many of us have been hugely surprised by the extent of global growth over the last 18 months, few believe that it can now be sustained.

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Panoramic Outlook

Jim Leaviss

03/01/2018

Panoramic Outlook- 2018: The end of the (QE) affair

Ten years after the global financial crisis began, we have reached a place where synchronised global economic growth is more than just a pipe dream and the prospect of central banks moving away from their extraordinary ultra-loose monetary policy stances of the last decade is finally a reality.

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Market summaries

Richard Woolnough

03/01/2018

Fixed income – 2017 Review & 2018 Market Outlook

Richard Woolnough, Fund Manager of the M&G Optimal Income Fund, looks back at the key market drivers in 2017 and shares his view on the 2018 outlook.

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Market summaries

Juan Nevado

03/01/2018

Multi-Asset - 2017 Review & 2018 Market Outlook

Juan Nevado, Fund Manager of the M&G Dynamic Allocation Fund, looks back at the key market drivers in 2017 and shares his view on the 2018 outlook.

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2017 DEC

Thought leadership

Jonathan Willcocks

04/12/2017

Joffy’s Journal — Common mistakes made by investors

In the fourth in a series of videos looking at the change in investor behaviour over the years, Global Head of Distribution, Jonathan (Joffy) Willcocks looks at the three common mistakes many people make when thinking about their investments.

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