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 SEP

Insights

M&G Investments

23/09/2020

Impact of Biden and Trump policies for investors

The 2020 US election could lead to major changes on tax, spending, climate change and healthcare – but maybe not trade.

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Insights

Claudia Calich, Fund Manager

17/09/2020

M&G (Lux) Emerging Markets Bond Fund: Supporting the case for emerging market bonds

Despite the coronavirus crisis, we believe the long-term investment rationale for emerging market bonds remains appealing, given factors such as their higher yields relative to a very low yielding environment in developed markets.

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Insights

John William Olsen

15/09/2020

M&G (Lux) Positive Impact Fund update

In this short video John William Olsen, Fund Manager, gives an overview of recent market movements sharing his view on current investment opportunities and latest changes in the portfolio.

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Insights

15/09/2020

M&G Multi Asset team outlook - better entry points ahead?

Following the strong recovery in the prices of most risk assets since the depths of the coronavirus-induced panic back in March, it now appears that financial markets might have entered a period of consolidation. Positive and negative influences seem to be counterbalancing each other.

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Insights

Fund Manager – Steven Andrew

08/09/2020

M&G (Lux) Income Allocation Fund: An update on income as equity dividends are cut

Since the early days of the Covid-19 pandemic, global companies from Royal Dutch Shell to Nissan have cancelled, cut or suspended their payouts, with analysts estimating that dividends could drop by a fifth this year. This would make 2020 the worst year for dividends since the Global Financial Crisis.

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Insights

Richard Woolnough, Fund Manager

08/09/2020

Fund update M&G (Lux) Optimal Income Fund

In this video Richard Woolnough, Fund Manager, summaries what happened in the last few months, explains what are the investment opportunities and current portfolio allocation of the fund.

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Insights

Kirsty Clark

07/09/2020

Mind the Gap

In this month’s video and blog Investment Specialist, Kirsty Clark comments on the Fed’s move to ‘average inflation targeting’ and how government and central bank liquidity has been ‘bridging the economic activity and earnings gap’, fuelling market gains through the COVID crisis. To read the article and view more perspectives from the Equities team, please visit our Equities Forum.

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2020 AUG

Insights

Fund Manager –Alex Araujo

11/08/2020

Themes grounded in reality: M&G (Lux) Global Themes Fund

Thematic investing can be, in our view, a compelling way to seek to deliver long-term equity market returns by targeting companies benefiting from powerful structural trends.

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Insights

Kirsty Clark

07/08/2020

Supply chains: only as strong as the weakest link

In this month’s video and blog Investment Specialist, Kirsty Clark comments on the hidden costs of complex global supply chains, increasing awareness of the social and environmental costs, and growing calls for greater transparency. 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 JUL

Insights

Fund Manager –Michael Bourke

21/07/2020

Investing in the time of COVID-19 M&G (Lux) Global Emerging Markets Fund

In their earlier predictions for 2020, many market experts made tongue-in-cheek references to having 20:20 vision. The following six months have showed the clarity of those predictions to be somewhat short-sighted. The first half of this year has been unprecedented and caught everyone by surprise.

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Insights

Fund Manager –Alex Araujo

21/07/2020

Looking back on H1 2020 - M&G (Lux) Global Listed Infrastructure Fund

Global equities declined during the first six months of 2020, with market volatility rising to levels not seen since the financial crisis. The MSCI ACWI Index reached a record high in February before falling abruptly in March as the spread of Covid-19 morphed into a global pandemic with far-reaching consequences.

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Insights

Kirsty Clark

07/07/2020

A green light on ‘building back better’

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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Fund updates

Steven Andrew, Fund Manager

06/07/2020

M&G (Lux) Income Allocation Fund update

In this short video Steven Andrew, Multi Asset Fund Manager, provides an overview of what happened in the markets in the first half of the year, and speaks about recent portfolio activities and current opportunities in the market.

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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.