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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2019 JAN

Insights

Multi Asset team

11/01/2019

Lessons for 2019 from a year that defied predictions

M&G’s Multi Asset team looks back at a volatile year in financial markets and assesses the investment environment heading into 2019.

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10/01/2019

Protecting your interests during and after Brexit

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News

Alex Araujo - Fund Manager

04/01/2019

M&G (Lux) Global Listed Infrastructure Fund - Overview

The M&G (Lux) Global Listed Infrastructure Fund has a total return (the combination of income and growth of capital) objective and aims to outperform the global equities market (as represented by the MSCI ACWI Index), net of the Ongoing Charges Figure, over any five-year period. It also aims to provide a rising income stream in US dollars by investing in infrastructure stocks which tend to exhibit characteristics of higher yield and lower volatility compared to global equities.

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2018 DEC

Insights

Michael Bourke

19/12/2018

M&G Emerging Market Equities - 2019: Opportunities amid uncertainty

Trade tensions and higher interest rates in the US weighed on emerging market equities in 2018.

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Fund updates

Juan Nevado and Ana Cuddeford

18/12/2018

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

Juan Nevado, co-manager of the M&G (Lux) Conservative 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 2019.

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Fund updates

Juan Nevado and Ana Cuddeford

18/12/2018

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 2019.

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Panoramic Outlook

Jim Leaviss

18/12/2018

Panoramic Outlook - Panopanic 2018

While you can make some strong arguments for the negative returns from 90% of asset classes in 2018 based on the return of populist politics – think of Brexit, Italy’s political instability, AMLO’s election in Mexico and tariffs everywhere – the answer to those negative returns might be simpler: the de facto global discount rate, the 2-year US Treasury bond yield, has risen by almost 100 basis points (bps) over the year, and thus repriced global assets. Why did this happen?

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Insights

Stuart Rhodes, Alex Araujo

10/12/2018

The Rhodes Show

Video image - Stuart Rhodes and Alex Araujo

Watch M&G fund managers Stuart Rhodes and Alex Araujo discuss big questions facing income investors in the context of rising interest rates and market volatility.

Watch the video

Insights

Ritu Vohora

07/12/2018

Nowhere to hide – a testing year for investors

In this month’s video, Investment Director, Ritu Vohora reflects on the return of volatility in 2018 and what it means for equities as we look ahead to the new year.

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

Market summaries

Jim Leaviss, Stuart Rhodes, Tristan Hanson

07/12/2018

M&G Outlook 2019: Risks and opportunities

Watch M&G fund managers Jim Leaviss, Stuart Rhodes and Tristan Hanson discuss where they see challenges and opportunities, as they reflect on what has been a testing 2018. 

Watch the video

2018 NOV

Case study

James Tomlins & Stefan Isaacs

20/11/2018

M&G (Lux) Global High Yield ESG Bond Fund - ESG case studies

ESG case studies – a closer look at the investment process.

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Fund updates

Alex Araujo

19/11/2018

M&G (Lux) Global Listed Infrastructure Fund – Reviewing our first year

The M&G (Lux) Global Listed Infrastructure Fund, launched last year to give investors access to the compelling investment characteristics of long-life infrastructure assets, turned one year old on October 5. A low beta and lower volatility than global equities, combined with downside protection in falling equity markets, are the main attractions of infrastructure assets. The strategy’s experience over its first year has offered proof of this concept.

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Insights

James Tomlins and Stefan Isaacs

19/11/2018

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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Insights

Ritu Vohora

16/11/2018

Red October - Halloween spooks markets

In this month’s video, Investment Director, Ritu Vohora looks at October’s frightful market sell-off and the return of bearish sentiment. Is this a healthy shake-out or the start of a more prolonged downturn?

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

Richard Woolnough

07/11/2018

M&G Optimal Income Fund - Taking risk where we are paid to do so

Volatility has proven to be the predominant theme in financial markets so far in 2018, but we remain positive on prospects for the global economy. As a result, we believe corporate bond spreads can tighten further, potentially back towards levels last seen in 2004. From a valuations perspective, we continue to prefer investment grade corporate bonds over high yield credit. This is why the fund’s average credit quality stands close to its highest level since launch.
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Thought leadership

Jonathon Willcocks

06/11/2018

Joffy's Journal - Investment themes you can't ignore

In the eighth 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 revisits previous episodes and looks at some of the themes that will still be relevant to you and your clients in 2019.

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.