Insights and market news

For insights, thought leadership and market commentaries straight from the fund management floor.

The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

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
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  • Equities
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2020 JAN

Insights

Kirsty Clark

08/01/2020

Trading places: battle of the superpowers

Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the ‘Phase one’ US-China trade agreement and looks at how markets could react in 2020.

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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2019 DEC

Insights

16/12/2019

Investment outlook: What awaits us in 2020?

Watch M&G fund managers Stefan Isaacs, Tristan Hanson and Michael Bourke discuss where they see challenges and opportunities for investors in the New Year.
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Insights

M&G Wholesale

09/12/2019

2019 Review and Outlook 2020

After another turbulent year for financial markets in 2019, what challenges and opportunities could 2020 bring? Some of M&G’s leading wholesale fund managers from across asset classes came together to discuss the issues.
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Insights

Jim Leaviss

09/12/2019

2020 Vision

Let me start with two predictions. Firstly that the title ‘2020 Vision’ will be irresistible to all year-ahead outlooks, no matter what publication or industry you work in. This is why I trademarked the idea many months ago, and now expect to retire on the proceeds of all the copyright breaches. My second prediction is that in my industry, bond fortune telling, virtually all of those 2020 outlook pieces will declare that it will be the year that the ‘bond bubble’ bursts. Maybe they’ll be right this year, after a 30-year streak of ‘sell bonds’ predictions. But their track record doesn’t suggest they have an edge in the bubble-popping business.
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Insights

Claudia Calich - Fund Manager

09/12/2019

M&G (Lux) Emerging Markets Hard Currency Bond Fund: Global diversity in EM hard currency debt

Sentiment towards emerging markets fixed income was generally favourable in the year-to-date period, despite ongoing themes that warranted some caution in the outlook. Slower economic growth and the US/China trade dispute remained concerns, although renewed economic stimulus policies from key central banks encouraged investors’ risk appetite, including for EM bonds. This was notably the case with the US Federal Reserve (Fed) as its stance on monetary policy turned dovish.
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Insights

Ritu Vohora

06/12/2019

2020 outlook – hidden in plain sight

Equity markets have remained relatively resilient year to date, despite investors facing multiple headwinds. In this month’s video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also looks ahead at what could influence markets in 2020.

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2019 NOV

Fund updates

James Tomlins - Fund Manager

12/11/2019

M&G (Lux) Global Floating Rate High Yield Fund: Well positioned for late cycle

The M&G (Lux) Global Floating Rate High Yield Fund was launched in September 2014 to provide access to an actively managed and globally diversified portfolio of high yield floating rate notes. While investors face a very different market backdrop compared to 2014, we believe the fund’s defensive properties leave it well placed to navigate a period of increased market volatility as we move into the later stages of the economic cycle.We highlight a selection of recent trades where the fund manager has been able to draw on the expertise of our in house team of credit analysts to uncover attractive pockets of value.

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Fund updates

Charles de Quinsonas, Fund Manager

05/11/2019

Introducing the M&G (Lux) Emerging Markets Corporate ESG Bond Fund

 In this video Fund Manager Charles de Quinsonas introduces the M&G (Lux) Emerging Markets Corporate ESG Bond Fund. He highlights the importance of taking into considerations the ESG factors when investing in EM corporate bonds.

In addition Investments Specialist, Pilar Arroyo, Senior Credit Analyst, Michael Posnansky and Head of responsible investment and ESG, Anita McBain explain how the investment team applies the ESG screening process, what are the main issues when implementing ESG into the credit analysis and why ESG principles are becoming an essential part of our business.

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Insights

M&G Investments

05/11/2019

M&G Fixed Interest: ESG in global high yield and emerging market corporates

High yield and emerging debt markets can help investors achieve attractive yield from liquid assets in a low-interest-rate world. These two areas of the fixed income market remain under-researched, which we believe offers a wealth of opportunities for active credit selectors. Also importantly, incorporating ESG analysis is becoming an essential element of decision-making in global high yield and emerging market strategies.

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The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

This financial promotion is issued by M&G International Investments S.A.