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.

Search

Please enter a search term:

Advanced search


News categories

  • Fund updates
  • Insights
  • Market summaries
  • News
  • Panoramic Outlook
  • Thought leadership

Asset class

  • Equities
  • Fixed income
  • High yield
  • Multi-asset

Themes/Topics

  • Global themes

2019 JUL

Insights

Jim Leaviss

12/07/2019

M&G (Lux) Global Macro Bond Fund - Defensive stance in flexible global bond mandate

A macroeconomic outlook of slowing growth remained a key global theme in the year-to-date period. We maintained a cautious approach towards credit in the fund, with preferred areas that included senior debt among US banks. We also continued to favour hard currency emerging market sovereigns on a selective basis. We reduced our overall US dollar allocation in June, largely reflecting our view that the greenback is looking quite highly valued versus other developed market currencies. We added currency exposure elsewhere, including the Japanese yen, which we still consider is undervalued and a helpful risk diversifier.

Read more

Insights

Ritu Vohora

04/07/2019

Bonds vs Equities: who's right?

Ritu Vohora's Equities Perspectives July 2019

While bonds appear to be signalling an economic slowdown, equities are suggesting growth will continue. In this month’s video, Investment Director, Ritu Vohora looks at the conundrum facing investors, with mixed messages emanating from bond and stock markets.

Watch the video

2019 JUN

Insights

Michael Bourke

26/06/2019

M&G Emerging Market Equities team - Finding opportunities amid macroeconomic uncertainty

Despite growing concerns about the macroeconomic environment, equity markets in India, Brazil and Russia have performed well this year. China is an important discussion point for emerging market investors: we think improvements in company fundamentals are being overlooked amid worries about the trade war. We believe volatility in the market has created myriad opportunities, particularly among cheaper ‘value’ stocks.

Read more

News

M&G investments

18/06/2019

M&G (Lux) Investment Funds 1 Prospectus Update

We are making changes to a number of sub-funds of M&G (Lux) Investment Funds 1.

Read more

Fund updates

Michael Bourke

17/06/2019

M&G (Lux) Emerging Markets Income Opportunities Fund - Aiming for income and capital growth

The fund invests in emerging market corporate bonds and equities and is designed to generate income and capital growth. Emerging market bonds and equities are complementary assets and blending them in a portfolio offers diversification and can reduce volatility. Despite the market turbulence in the two years since the fund’s launch in May 2017, the fund has been resilient and achieved a positive absolute outcome reflecting its focus on the delivery of income.

Read more

Fund updates

Juan Nevado & Craig Moran

17/06/2019

Q&A with Fund Managers Juan Nevado & Craig Moran

Over the longer term, the M&G (Lux) Dynamic Allocation Fund and M&G (Lux) Conservative Allocation Fund have generated robust returns. However, we acknowledge that near-term performance has been challenging. In this note, Fund Managers Juan Nevado and Craig Moran discuss market volatility during May and explain why fundamental indicators convince them to continue to back the strong valuation signals.

Read more

News

M&G Investments

17/06/2019

Changes to M&G’s fund charges

Starting on Thursday 1 August 2019, we are simplifying the way we charge for M&G funds based in the UK. These changes will not increase the charges you pay for your funds. Depending on the M&G fund(s) in which you invest, the charges you pay may fall.

Read more

Insights

Ritu Vohora

06/06/2019

All eyes on trade

In this month’s video, Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slowdown.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective noteEquities market perspective note.

Watch the video

2019 MAY

Thought leadership

Maria Municchi

21/05/2019

M&G (Lux) Sustainable Multi Asset Fund - Government bonds in sustainable investing

How is investment in government bonds compatible with an ESG approach?

Read more

Fund updates

Maria Municchi

15/05/2019

Government bonds in sustainable investing

In this new thought piece, Maria Municchi, of the M&G Multi Asset team, explains why we believe that sovereign bonds and their derivatives are worthy of inclusion within, and often bring meaningful benefits to, ESG-screened portfolios.

Read more

Insights

Juan Nevado

15/05/2019

2019: Financial Markets Insights with Fund Manager, Juan Nevado

Watch Juan Nevado, fund manager at M&G Investments, give his views on how financial markets in 2019 compare to 2018 and on whether his convictions have changed over the past years.

Watch the video

Fund updates

M&G Investments

15/05/2019

High yield bonds – the power of income

High yield bonds’ powerful income-generating qualities have helped drive strong investment returns over the long term. With evidence that we have entered a structurally lower-default world, we think the asset class remains an attractive source of income and well-placed to generate further robust returns over the coming years. We believe M&G, with long-running expertise in high yield investing and relying on an in-house team of credit analysts, is well-positioned to capture the compelling opportunities that can be found across high yield bonds.

Read more

Insights

Kirsty Clark

07/05/2019

Fiscal easing: could the Eurozone surprise to the upside in 2019?

In this month’s video, Investment Specialist, Kirsty Clark looks at the prospects for the euro area in 2019, as the region embarks on its most accommodative fiscal policy of the last decade.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective noteEquities market perspective note.

Watch the video

03/05/2019

Luxembourg fund migration programme

Read the full article

Fund updates

M&G Investments

01/05/2019

M&G (Lux) Global Listed Infrastructure Fund - Top 10 holdings

The M&G (Lux) Global Listed Infrastructure Fund invests beyond the traditional sphere of 'economic' infrastructure (utilities, energy, transport), diversifying into the 'social' (health, education, civic) and 'evolving' (communication, transactional, royalty) categories of the asset class. 

Read more

Need further information?

Cyveillance Protected


Viewing this website in Switzerland is not permissible with the exception of the distribution to qualified investors according to the Swiss Collective Investment Schemes Act, the Swiss Collective Investment Schemes Ordinance and the respective Circular issued by the Swiss supervisory authority ("Qualified Investors"). Supplied for the use by the initial recipient (provided it is a Qualified Investor) only, not for onward distribution to any other person or entity.

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.