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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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.
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.
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.
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.
Fund manager – Richard Halle
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.
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.
Jamie Horvat, Fund Manager and Henrietta Walker, Investment Director
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.
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.
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.
M&G Global Listed Infrastructure Fund
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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