Insights and market news

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

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.

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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  • Fund updates
  • Insights
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  • Thought leadership

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2018 SEP

Fund updates

Johan Du Preez

21/09/2018

Three years at the helm

Fund Manager Johan Du Preez joined M&G three years ago, he brings his unique perspective to investing in Japan, as well as providing continuity for M&G’s Japanese equities offering. In this note, he talks about the strategies and his investment approach as well as where he sees the current opportunities.

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Fund updates

Claudia Calich

17/09/2018

Emerging Markets Update - Navigating The Storm

Heightened volatility in emerging debt markets has continued so far in the third quarter.

 

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Insights

Daniel White

13/09/2018

M&G North American Value Fund - Lessons from five years of value investing in the US

Daniel White has managed the M&G North American Value Fund since September 2013. To mark this five-year milestone, he reflects on market trends and how the fund has performed in a challenging environment for value investors.

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Insights

Juan Nevado and Ana Cuddeford

13/09/2018

M&G (Lux) Dynamic Allocation Fund - Fund Manager Q&A

Juan Nevado, manager of the M&G (Lux) Dynamic Allocation Fund, speaks with M&G Multi Asset team investment director Ana Cuddeford to share his views on a challenging market environment in 2018 and opportunities he sees in the coming period.

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Insights

Richard Woolnough

12/09/2018

Market perspective and M&G Optimal Income Fund update

Richard Woolnough, Fund Manager of the M&G Optimal Income Fund, discusses the fund’s current positioning and principal performance drivers, and shares his market perspectives for the months to come.

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Insights

Ritu Vohora

10/09/2018

Gold – has it lost its lustre?

Gold posted its fifth straight monthly drop and has fallen almost 8% YTD despite escalating trade tensions and geopolitical risks. In this month’s update, Ritu Vohora, Investment Director looks at why the precious metal seems to have lost its lustre and safe haven status.

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05/09/2018

Protecting your interests during and after Brexit

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2018 AUG

Fund updates

Claudia Calich – Fund manager

07/08/2018

M&G Emerging Markets Bond Fund: Supporting the long-term value case

The fund’s flexible approach allows us to invest in the emerging bond markets on a ‘best ideas’ basis. We believe key factors support the long-term rationale for emerging market debt and view some recent price declines in the market as buying opportunities.

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Insights

Ritu Vohora

03/08/2018

Equities Market Perspective

Earnings disappointments from the likes of Facebook has sparked concerns whether the stupendous growth of tech stocks can continue. After a decade wins, are the FAANGs losing their bite? In this month’s update, Ritu Vohora, Investment Director looks at whether this could be a return for Value.

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

Thought leadership

Jonathan Willcocks

01/08/2018

Joffy’s Journal – Episode 7 – Why Dividends matter

The seventh 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 looks at the power of compounding and dividend growth; an income generator craved by many investors.

Watch the video

2018 JUL

Fund updates

Richard Woolnough – Fund manager

23/07/2018

M&G Optimal Income Fund: A review of the first half of 2018

The first half of 2018 has proven challenging for many areas in the global bond market. In this note, we take a detailed look at how the fund navigated the turbulence.

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Insights

Johan DuPreez

19/07/2018

Once overlooked, Japan is now back in focus

Japan is arguably the investment world’s most overlooked developed market.

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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

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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.