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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2018 JUL

Insights

Juan Nevado

18/07/2018

Herd behavior and market inefficiencies

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.

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Fund updates

Stuart Rhodes

17/07/2018

Rhodes show: A decade at the helm

It is almost 10 years since the launch of the M&G Global Dividend fund. Since then it has grown to over €7 billion* in size, investing in companies growing their dividends around the world. Manager Stuart Rhodes discusses the highs and lows of the past decade.

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Fund updates

Stuart Rhodes

16/07/2018

M&G Global Dividend Fund 10 Year Anniversary - Interview with Stuart Rhodes

As the M&G Global Dividend Fund reaches its 10-year anniversary, fund manager, Stuart Rhodes discusses what he set out to achieve at the funds launch, what have been his biggest challenges over this period and where he sees the risks and opportunities in the future.

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Insights

Ritu Vohora

04/07/2018

Equities Market Perspective

With World Cup fever captivating the globe and the tournament providing lots of surprises, Investment Director, Ritu Vohora, looks at the importance of having a strong offence and defence strategy when thinking about sector allocation.

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

2018 JUN

Fund updates

M&G (Lux) Emerging Markets Hard Currency Bond Fund

29/06/2018

One year on

The M&G (Lux) Emerging Markets Hard Currency Bond Fund (EMHC) seeks to capture the best value in the EM government and quasi-sovereign hard currency bond sub-asset classes.

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Fund updates

James Tomlins and Stefan Isaacs

21/06/2018

A responsible approach to high yield

The M&G (Lux) Global High Yield ESG Bond Fund combines M&G’s long-running expertise in high yield investing with a rigorous assessment of environmental, social and governance (ESG) factors.

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Fund updates

Richard Woolnough

18/06/2018

M&G Optimal Income Fund - Re-orienting towards better value

We believe the global economic recovery remains on track. Leading indicators suggest that a healthy labour market should drive wage growth. After strong performance from a number of the areas where we found value in 2017, we are gradually re-orienting the portfolio towards market segments that we believe offer better value now: high-quality US investment grade credit, short-dated US Treasuries and - at the margin - equities.

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Fund updates

Michael Bourke and Charles de Quinsonas

18/06/2018

A positive start: looking back on the fund’s first year

We launched the M&G (Lux) Emerging Markets Income Opportunities Fund a year ago, to take advantage of the broad range of income-generating assets in emerging markets.
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Fund updates

Alex Araujo

13/06/2018

Renewable Energy - Critical infrastructure for the future of the planet

Our current trajectory of greenhouse gas emissions looks set to cause irreparable damage to the planet, altering the nature of our existence forever. A less extreme outcome is possible, but will require the widescale adoption of renewables. As such, the market share of renewable energy sources – in particular, wind and solar – is expected to grow at an exponential rate.

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Fund updates

M&G Short Dated Corporate Bond Fund

07/06/2018

The role of duration: lessons from periods of volatility

Bond investors frequently use the experience of US bond markets in 1994 as an example of the impact that duration can have in times of sharply rising yields. In 1994, an improving economy encouraged the US Federal Reserve to increase interest rates multiple times, leading to what became known as the ‘great bond massacre’.

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Insights

Ritu Vohora

06/06/2018

Equities Market Perspective

In this month’s update Ritu Vohora, Investment Director, explores the impact of rising US yields and a resurgent dollar on emerging markets. Is this a déjà vu of 2013’s ‘Taper Tantrum’?

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

Fund updates

M&G North American Dividend Fund

05/06/2018

Three years of dividend growth investing in the US

Since 28 April 2015, the M&G North American Dividend Fund has pursued a dividend growth strategy, in the strong belief that this approach provides a tailwind to outperform the US market. As part of this investment philosophy, we have been picking stocks with a disciplined process driven by fundamental analysis and backing our conviction in our best ideas.

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2018 MAY

Fund updates

31/05/2018

High yield investing in a rising interest rate environment

At M&G Fixed Interest, we offer two distinct high yield strategies for a rising interest rate environment: the M&G Global Floating Rate High Yield Fund and the more recently launched M&G (Lux) Floating Rate High Yield Solution.

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Fund updates

Jim Leaviss

31/05/2018

M&G (Lux) Absolute Return Bond Fund - Investment review

The challenge that investors face in obtaining positive returns from fixed income investments in an environment of rising bond yields was the main factor behind our decision to launch an absolute return bond fund. That challenge has become increasingly evident this year. Central banks look to unwind a decade of loose monetary policy, triggering increased uncertainty and volatility across asset classes and markets globally. We launched the M&G (Lux) Absolute Return Bond Fund – a highly flexible bond fund that targets steady, positive returns with a strong focus on minimising volatility and drawdowns – in December 2016.

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Insights

James Tomlins and Stefan Isaacs

18/05/2018

M&G Fixed Interest: High yield investing in a rising interest rate environment

At M&G Fixed Interest, we offer two distinct high yield strategies for a rising interest rate environment: the M&G Global Floating Rate High Yield Fund and the more recently launched M&G (Lux) Floating Rate High Yield Solution. Both funds provide exposure to a globally diversified portfolio of high yield floating rate notes and are designed to deliver attractive income streams while limiting the negative impact of rising interest rates.

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Insights

Matthew Vaight

17/05/2018

M&G Global Emerging Markets Fund: Good prospects for emerging market equities

Despite a loss of momentum this year, Matthew Vaight, manager of the M&G Global Emerging Markets Fund, believes the outlook is still positive for emerging market equities. In particular, he believes the current environment is favourable for value-oriented investors. In this note, Matthew discusses recent trends and events including the performance of ‘growth’ stocks, governance improvements in South Korea and political changes. He also explains his optimism for China and highlights where he sees opportunities currently.

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Fund updates

Juan Nevado and Craing Moran - Fund Managers

16/05/2018

M&G (Lux) Conservative Fund - Evaluating three years of strategy

April marks three years since M&G’s Multi Asset team first introduced the concept of a portfolio invested in mixed assets focused on growing capital with a cautious approach. Initially launched as a UK-authorised OEIC in April 2015, the M&G Prudent Allocation Fund later merged into a Luxembourg-authorised SICAV, the M&G (Lux) Conservative Allocation Fund, in March 2018. In that time, the strategy has consistently demonstrated its ability to find opportunities in different market environments.

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Fund updates

Tristan Hanson - Fund Manager

15/05/2018

M&G Lux Global Target Return Fund - First Quarter 2018

The fund delivered a positive return over the quarter, with strong performance in January followed by a partial reversal in February and March.
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Insights

M&G Select team

15/05/2018

The inexorable rise of ESG investing

In recent years we have seen a rapidly increasing focus on responsible investment, underpinned by the incorporation of Environmental, Social and Governance (ESG) factors by the investment community, encouraged by wider society, including regulators. Growth in ESG investing is being driven by a number of factors, and it is unlikely to change course.

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Thought leadership

Jonathan Willcocks

10/05/2018

Joffy’s Journal — the growing role of ESG in investing

The sixth 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 reinforces the importance of ESG principles when thinking about investments.

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Insights

Ritu Vohora

09/05/2018

Equities Market Perspective

In this month’s update Ritu Vohora, Investment Director, reflects on the Q1 earnings season. It’s been exceptional so far, at least compared to expectations. Are we at ‘peak earnings’?

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

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The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.