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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  • Commentary
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  • Equities
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Themes/Topics

  • Global themes

2019 NOV

Fund updates

James Tomlins - Fund Manager

12/11/2019

M&G (Lux) Global Floating Rate High Yield Fund: Well positioned for late cycle

The M&G (Lux) Global Floating Rate High Yield Fund was launched in September 2014 to provide access to an actively managed and globally diversified portfolio of high yield floating rate notes. While investors face a very different market backdrop compared to 2014, we believe the fund’s defensive properties leave it well placed to navigate a period of increased market volatility as we move into the later stages of the economic cycle.We highlight a selection of recent trades where the fund manager has been able to draw on the expertise of our in house team of credit analysts to uncover attractive pockets of value.

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Insights

Kirsty Clark

07/11/2019

Earnings are in: how have companies been faring?

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have been the biggest winners and losers?

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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Insights

M&G Investments

05/11/2019

M&G Fixed Interest: ESG in global high yield and emerging market corporates

High yield and emerging debt markets can help investors achieve attractive yield from liquid assets in a low-interest-rate world. These two areas of the fixed income market remain under-researched, which we believe offers a wealth of opportunities for active credit selectors. Also importantly, incorporating ESG analysis is becoming an essential element of decision-making in global high yield and emerging market strategies.

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Fund updates

Charles de Quinsonas, Fund Manager

05/11/2019

Introducing the M&G (Lux) Emerging Markets Corporate ESG Bond Fund

 In this video Fund Manager Charles de Quinsonas introduces the M&G (Lux) Emerging Markets Corporate ESG Bond Fund. He highlights the importance of taking into considerations the ESG factors when investing in EM corporate bonds.

In addition Investments Specialist, Pilar Arroyo, Senior Credit Analyst, Michael Posnansky and Head of responsible investment and ESG, Anita McBain explain how the investment team applies the ESG screening process, what are the main issues when implementing ESG into the credit analysis and why ESG principles are becoming an essential part of our business.

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2019 OCT

Fund updates

M&G Investments

22/10/2019

Important information

We are making changes to this fund on 29 November 2019. The changes are detailed in the following letter that was sent to Shareholders.

Read the full article

Insights

M&G Investments

16/10/2019

Active Investing is ready to make a comeback

A key feature of the longest equity bull market in history has been the inexorable rise of passive strategies. These have gathered significant assets under management at the expense of active managers. This note explores the cyclical nature of passive and active performance and highlights the potential for active managers to benefit from a turn in the tide, as valuation returns to prominence.

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Insights

M&G Investments

16/10/2019

Bond markets are different: The benefits of an active approach in today’s low-yield world

While passive investments have grown in size and prominence in recent years, we believe there are good reasons why investors should choose active management when investing in fixed income today; we discuss the main ones below.

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Insights

M&G Investments

16/10/2019

M&G (Lux) Absolute Return Bond Fund update

The M&G (Lux) Absolute Return Bond Fund is a flexible, multi-strategy bond fund that seeks to provide steady positive returns, with a strong emphasis on minimising volatility and drawdowns during difficult market conditions. After decades of ultra-loose monetary policy, fixed income investing has become more challenging, and we believe a flexible, diversified approach will be needed to navigate today’s market environment.

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Insights

M&G Investments

16/10/2019

M&G (Lux) Optimal Income Fund update

A ‘noisy’ market dynamic provides us with the opportunity to use the fund’s highly flexible investment strategy to our advantage. We continue to favour taking active positions in investment grade credit risk, versus interest rate risk, because of our more constructive view of the global economy.

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Insights

M&G Investments

16/10/2019

M&G (Lux) Global High Yield ESG Bond Fund - Engagement study: Iceland

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. Through a series of case studies, we take a closer look at how ESG factors are incorporated into our credit research process to help achieve a more comprehensive understanding of the companies in which we invest.

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Insights

Alex Araujo

14/10/2019

An introduction to the M&G (Lux) Global Themes Fund

In this short video, Fund Manager Alex Araujo explains his approach to thematic investing and elaborates on the four core themes which drive his long-term strategy: demographics, environment, infrastructure and innovation.

Please note, 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.

Watch now

Fund updates

Alex Araujo

11/10/2019

M&G (Lux) Global Listed Infrastructure Fund: Infrastructure stands tall in tumultuous year

The rally in global equities has continued so far in 2019, led by the US where the major indices reached record highs in July. Despite the downturns in May and August, the MSCI ACWI Net Return Index has returned just over 18% in euros.

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Insights

Kirsty Clark

07/10/2019

Central banks turn on the taps

Central banks globally have turned on the taps, keeping a lid on interest rates and bond yields. In this month’s video, Investment Specialist, Kirsty Clark discusses the recent round of QE from central banks as dark clouds loom over the global economy.

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2019 SEP

M&G Investments

18/09/2019

Bond markets are different: The benefits of an active approach in today’s low-yield world

While passive investments have grown in size and prominence in recent years, according to our Fixed Income fund managers there are good reasons why investors should choose active management when investing in fixed income today.

Read more

Commentary

M&G Investments

18/09/2019

Markets and sentiment: where to from here?

Against a backdrop of geopolitical and global economic uncertainty, fund managers Juan Nevado and Craig Moran outline their core asset allocation views according to various potential future investment scenarios.

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Fund updates

Alex Araujo

13/09/2019

An introduction to M&G (Lux) Global Listed Infrastructure Fund

In this short video, Fund Manager Alex Araujo explains his modern approach to listed infrastructure, which includes investment in the physical assets that enable our increasingly digital world. His investment strategy focuses on companies with potential for long-term growth, while capturing the defensive characteristics of the asset class.

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Fund updates

Alex Araujo

13/09/2019

Fund update: M&G (Lux) Global Listed Infrastructure Fund

In this short video, Fund Manager Alex Araujo explains how the defensive qualities of listed infrastructure have benefited investors in 2019 and why now is an excellent time to invest in this exciting asset class.

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Insights

Ritu Vohora

05/09/2019

Falling yields – has gold got its shine back?

Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this month’s video, Investment Director, Ritu Vohora looks at the driving forces behind investors’ renewed interest in the yellow metal.

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 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.