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
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2017 JUL

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

2017 JUN

Commentary

M&G Retail Fixed Interest

01/06/2017

Explaining duration

Duration, or interest rate risk, is a key consideration in fixed income investing. In simple terms, duration is a measure of how sensitive a bond’s price (or the value of a bond fund) is to changes in interest rates. Along with credit risk – the risk of an issuer defaulting on its loan repayments – changes in interest rates and bond yields can have a major impact on the investment performance of bonds.

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2017 MAY

Insights

M&G Retail Fixed Interest Team

31/05/2017

Fixed income investing in a rising inflation environment

With inflation showing early signs of a comeback over the first few months of 2017, how should fixed income investors go about positioning their portfolio to guard against a further pick-up in consumer prices? In this note, we outline a variety of fixed income strategies which could help mitigate the negative impact of rising inflation.

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Fund updates

M&G Global Emerging Markets Fund

11/05/2017

The opportunity for value in emerging markets

Value as an investment style has underperformed in emerging markets for several years. As a result, we believe there are currently opportunities for value-focused investors, particularly in economically sensitive areas. With valuations looking attractive relative to developed markets and improving company fundamentals, we are optimistic about the outlook for emerging markets.

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