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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2020 JUL

Insights

Kirsty Clark

07/07/2020

A green light on ‘building back batter’

In this month’s video Kirsty Clark, Investment Specialist, comments on the growing focus on Sustainability and ESG issues in the wake of COVID-19, and how authorities, companies and investors have been responding. To read the article and view more perspectives from the Equities team, please visit our Equities Forum. You can also download our Equities market perspective note here.

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2020 JUN

Insights

M&G Investments

17/06/2020

Can impact investing be at the centre of the recovery?

Summary notes of the live webcast with John William Olsen and Ben Constable Maxwell on 16 June 2020.

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Fund updates

Alex Araujo

16/06/2020

Opportunities and threats in a post-lockdown world

The period of market volatility in March presented some attractive buying opportunities, in our view; we have been more active than usual in our portfolio management and established four new holdings in utilities.

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Insights

Fixed Income

15/06/2020

M&G (Lux) Optimal Income Fund - Capturing dislocations in the market

Pre-coronavirus crisis, the fund was positioned with low levels of interest rate risk and moderate levels of credit risk which affected performance.

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Insights

M&G Investments

10/06/2020

The case for ESG in Emerging market debt

As an asset class, emerging market (EM) debt has traditionally offered investors compelling growth potential and diversification benefits.

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Insights

Fund Manager Stefan Isaacs

09/06/2020

M&G (Lux) Euro Corporate Bond Fund Update

Isaacs_fund_update_euro

In this short video Fund Manager Stefan Isaacs provides an update on the European corporate bond markets, recent portfolio allocations and outlines his expectations for the summer and second half of 2020.

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Insights

Kirsty Clark

04/06/2020

‘Virtual’ reality in a post-COVID world

In this month’s video Kirsty Clark, Investment Specialist, looks at the increase in online activity and growing adoption of technology during lockdowns; from the growth in e-commerce to rising social media use. Could this evolution accelerate a structural shift towards greater digitalisation and virtual engagement, and what are the implications of a burgeoning global datasphere for individuals, businesses and governments alike?

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2020 MAY

Fund updates

Alex Araujo

29/05/2020

M&G (Lux) Global Listed Infrastructure Fund update

In this short video Alex Araujo, Fund Manager, provides an overview of what has happened in the markets, latest portfolio strategies and outlines his expectations for the future.

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Insights

Fixed Income

27/05/2020

M&G (Lux) Global Macro Bond Fund: Actively managed and uncorrelated focus amid risk aversion

The fund’s flexible investment approach continues to focus on the active management of duration, credit risk, and currency positioning. We significantly adjusted these factors in the year-to-date period as the coronavirus story developed, which helped the fund to deliver positive returns ahead of its benchmark.

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Insights

Fixed Income

27/05/2020

M&G (Lux) Short Dated Corporate Bond Fund Update

The short-dated bond strategy is designed to be structurally defensive, with lower volatility while maintaining the flexibility to try and add value throughout the economic cycle.

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Fund updates

Richard Woolnough

21/05/2020

M&G (Lux) Optimal Income Fund Update

The strong support coming from major central banks, together with what we see as historically cheap valuations, makes credit an appealing asset class to own, particularly compared to equities, which have rallied strongly in recent weeks.

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Insights

Fixed Income

12/05/2020

The Covid-19 crisis and active management opportunities

As we continue to move through the coronavirus crisis, we believe the need for skilled investment decision-making in fixed income has never been greater. In this piece we identify some of the compelling opportunities that we believe are available currently in the fixed income space, and explain why we think they are best accessed using an actively managed investment approach.

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Insights

Ritu Vohora

06/05/2020

Oil slides into uncharted waters

In this month’s video Ritu Vohora, Investment Director, looks at oil’s tumultuous ride in the wake of the COVID-19 pandemic, which has prompted the most profound impact on energy demand in 70 years alongside oversupplied markets. This unprecedented situation will shape the energy sector for years to come, with consequences for the wider industry and its transition to clean energy.

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Fund updates

M&G Investments

01/05/2020

M&G (Lux) Global Floating Rate High Yield Fund Update

The sell-off in high yield markets since late February has been unprecedented in terms of speed and scale. Despite their senior secured characteristics, high yield floating rate notes (FRNs) have also declined sharply.

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Insights

M&G Investments

01/05/2020

The Case for ESG in Emerging Market Debt

Identifying non-balance sheet risks which can impact the value of an investment is an essential part of the fundamental research process for corporate and sovereign bonds alike. This is particularly true for emerging markets where positive or negative ESG developments can have a significant impact on bond prices.

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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.