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 MAR

Fund updates

Daniel White, Fund Manager

14/03/2019

M&G (Lux) North American Value Fund - North American equities: Winds of change?

The value style continued to struggle in 2018, despite the previous headwinds from ‘bond proxies’ and tech stocks abating. We currently see value opportunities right across the US market – in most sectors the fund’s holdings are cheaper than those in the S&P 500. With cheap valuations and robust fundamentals, we think the fund is in a good position to withstand further turbulence and participate in any potential recovery in value stocks. 

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Fund updates

Dave Fishwick and Eric Lonergan

13/03/2019

M&G (Lux) Episode Macro Fund - 2018 investment review

The M&G (Lux) Episode Macro Fund is an unconstrained multi-asset strategy that uses the ‘Episode’ investment philosophy developed by fund manager Dave Fishwick, who founded M&G’s Multi Asset team 20 years ago.

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Insights

Ritu Vohora

06/03/2019

Earnings season – ‘some welcome surprises?’

In this month’s video, Investment Director, Ritu Vohora offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprising positively, particularly in the US. The economic backdrop remains supportive but earnings growth looks set to moderate in 2019, so selectivity will be important.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.

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Fund updates

Stuart Rhodes

01/03/2019

M&G (Lux) Global Dividend Fund - Annual investment review 2018

The M&G (Lux) Global Dividend Fund, a Luxembourg-authorised SICAV, launched on 18 September 2018. On 7 December 2018, the non-sterling share classes of the M&G Global Dividend Fund (a UK-authorised OEIC) merged into the SICAV. The SICAV is run by the same fund manager, applying the same investment strategy, as the UKauthorised OEIC.

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2019 FEB

Fund updates

Claudia Calich

25/02/2019

M&G (Lux) Emerging Markets Bond Fund: Finding value in EM bonds after challenging year

Higher US interest rates and international trade tensions weighed on sentiment towards emerging market bonds in 2018.

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Fund updates

M&G Investments

20/02/2019

A flexible approach to investing in emerging markets through the M&G (Lux) Emerging Markets Bond Fund

Against recent performance challenges for emerging bond markets, such as higher US interest rates and international trade tensions, a flexible approach remains key to investing in this hugely diversified asset class. Claudia Calich, firmly believes that choosing the right mix between government and corporate issues in local and ‘hard’ currency, together with careful country and security selection, are critical factors in seeking to maximise returns.

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Fund updates

Michael Bourke, Fund Manager

20/02/2019

M&G (Lux) Emerging Markets Income Opportunities Fund: Resilience in turbulent markets

The fund invests in emerging market corporate bonds and equities and is designed to generate income and capital growth. The fund’s diversified approach has helped it participate in stockmarket rallies in 2017 and early 2019, while cushioning the declines in 2018. We are optimistic about the valuation opportunities available in emerging markets currently. 

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Fund updates

Claudia Calich

19/02/2019

M&G (Lux) Emerging Markets Bond Fund update

In this short video, fund manager Claudia Calich looks back at key drivers for emerging market debt in 2018 and examines what did and did not work for the Fund, before moving on to discuss key themes on the horizon for 2019. 

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Insights

M&G Investments

19/02/2019

M&G (Lux) Global High Yield ESG Bond Fund: Investment review 2018

Since its launch in October 2017, the fund has made encouraging progress, both from an ESG and an investment performance perspective. The fund has consistently achieved an average ESG score higher than the global high yield bond market. Against a challenging market backdrop, the fund has demonstrated resilience and was able to outperform the global high yield bond sector.

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Maria Municchi

13/02/2019

The Journey of Sustainable Investing A multi-asset approach seeking returns and a better future

Maria Municchi, fund manager of the M&G Sustainable Multi Asset Fund discusses the development of sustainable investing over time and how M&G combines it with its longstanding multi-asset approach in our new investment strategy.

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Fund updates

M&G Investments

11/02/2019

M&G (Lux) Absolute Return Bond Fund Fund manager Q&A

Due to higher market volatility, investors are increasingly focusing on protecting their capital and seeking a smoother path to earning returns above cash savings.

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Insights

Ritu Vohora

07/02/2019

US Fed climbs down from rate hikes

In this month’s video, Investment Director, Ritu Vohora looks at the Fed’s dramatic shift to a more dovish stance, with an emphasis on patience. The Fed's pause was welcomed by investors in January and is positive for risk assets. But risks remain and we are likely to see continued volatility in the coming months.

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

06/02/2019

M&G Optimal Income Fund - A review of 2018 and outlook for 2019

Volatility proved to be the predominant theme in 2018, and many financial assets lost ground. In these circumstances, the fund fell, with its long credit spread duration the main factor in the decline. Its peripheral eurozone government bond exposure and tilt towards US credit helped, in relative terms. Wall Street and Main Street have diverging narratives about the state of the economy. We believe the latter is correct, and that the real economy remains healthy. Credit valuations look attractive after the significant sell-off in risk assets in the latter stages of 2018.

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James Tomlins & Stefan Isaacs

05/02/2019

M&G (Lux) Global High Yield ESG Bond Fund: Investment review 2018

- Since its launch in October 2017, the fund has made encouraging progress, both from an ESG and an investment performance perspective.

- The fund has consistently achieved an average ESG score higher than the global high yield bond market.

- Against a challenging market backdrop, the fund has demonstrated resilience and was able to outperform the global high yield bond sector.

Read the full article

2019 JAN

Fund updates

Léonard Vinville

31/01/2019

M&G (Lux) Global Convertibles Fund - Investment review 2018

Against a background of rising volatility in global markets, global convertibles performed decently in 2018. However, we must acknowledge that the performance of the M&G (Lux) Global Convertibles Fund has been disappointing as the portfolio has battled against a series of headwinds. In this note we discuss some of the challenges faced and the action we are taking to address them.

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Fund updates

Richard Woolnough

30/01/2019

M&G Optimal Income Fund - A review of 2018 and outlook for 2019

Volatility proved to be the predominant theme in 2018, and many financial assets lost ground.

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Fund updates

M&G (Lux) Global Listed Infrastructure Fund

17/01/2019

Downside protection while capturing upside

In a year characterised by increased volatility and changes in market leadership, financial markets struggled to generate positive returns.

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Insights

Richard Woolnough

16/01/2019

M&G Optimal Income Fund update

In this short video Richard Woolnough, Fund Manager for the M&G Optimal Income Fund, will discuss how the market performed in the second half of 2018, as well as his outlook going into the new year and the importance of diversification within his portfolio.

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

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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

Read the full article

Insights

Ritu Vohora

09/01/2019

FTSE 100 celebrates 35 years – a bargain opportunity?

In this month’s video, Investment Director, Ritu Vohora looks at the evolution of the FTSE 100 over the past 35 years and whether UK equities are a buying opportunity.

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

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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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.