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.

Search

Please enter a search term:

Advanced search


News categories

  • Fund updates
  • Insights
  • Market summaries
  • News
  • Panoramic Outlook
  • Thought leadership

Asset class

  • Equities
  • Fixed income
  • High yield
  • Multi-asset

Themes/Topics

  • Global themes

2019 MAY

Insights

Juan Nevado

15/05/2019

2019: Financial Markets Insights with Fund Manager, Juan Nevado

Watch Juan Nevado, fund manager at M&G Investments, give his views on how financial markets in 2019 compare to 2018 and on whether his convictions have changed over the past years.

Watch the video

Fund updates

Maria Municchi

15/05/2019

Government bonds in sustainable investing

In this new thought piece, Maria Municchi, of the M&G Multi Asset team, explains why we believe that sovereign bonds and their derivatives are worthy of inclusion within, and often bring meaningful benefits to, ESG-screened portfolios.

Read more

Fund updates

M&G Investments

15/05/2019

High yield bonds – the power of income

High yield bonds’ powerful income-generating qualities have helped drive strong investment returns over the long term. With evidence that we have entered a structurally lower-default world, we think the asset class remains an attractive source of income and well-placed to generate further robust returns over the coming years. We believe M&G, with long-running expertise in high yield investing and relying on an in-house team of credit analysts, is well-positioned to capture the compelling opportunities that can be found across high yield bonds.

Read more

Insights

Kirsty Clark

07/05/2019

Fiscal easing: could the Eurozone surprise to the upside in 2019?

In this month’s video, Investment Specialist, Kirsty Clark looks at the prospects for the euro area in 2019, as the region embarks on its most accommodative fiscal policy of the last decade.

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

Watch the video

03/05/2019

Luxembourg fund migration programme

Read the full article

Fund updates

M&G Investments

01/05/2019

M&G (Lux) Global Listed Infrastructure Fund - Top 10 holdings

The M&G (Lux) Global Listed Infrastructure Fund invests beyond the traditional sphere of 'economic' infrastructure (utilities, energy, transport), diversifying into the 'social' (health, education, civic) and 'evolving' (communication, transactional, royalty) categories of the asset class. 

Read more

2019 APR

Insights

M&G Investments

25/04/2019

M&G Lux Global Floating Rate High Yield Fund - Investment review

During the volatile market conditions of the past 12 months, global high yield floating rate notes (FRNs) have again demonstrated their resilience.

Read more

Fund updates

M&G Investments

18/04/2019

Finding value in North America – M&G (Lux) North American Value Fund

We believe investing in cheap, out-of-favour companies can be a rewarding strategy for selective active investors. In our opinion, stocks can become undervalued because investors’ decisions are frequently driven by emotion. Many market participants tend to focus on companies’ short-term problems and therefore misjudge their long-term prospects. Investors often over-react to bad news, causing share prices to fall more than is justified.

Read the full article

Fund updates

Jim Leaviss

09/04/2019

M&G (Lux) Global Macro Bond Fund update

In this short video, fund manager Jim Leaviss looks at the key drivers for global markets last year. He reviews what did and did not work for the M&G (Lux) Global Macro Bond Fund, before moving on to discuss the key themes he sees on the horizon for 2019.

Watch now

Insights

Ritu Vohora

08/04/2019

Share buybacks: the good, the bad or the ugly?

In this month’s video, Investment Director, Ritu Vohora looks at the recent ‘buyback wave’ fuelled by corporate tax cuts. Do share buybacks only benefit company executives or do they also create long-term value for shareholders?

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

2019 MAR

Insights

Richard Halle

27/03/2019

M&G (Lux) European Strategic Value Fund - Did value just miss the cycle?

Investment styles go in and out of fashion, but ‘value investing’, which focuses on finding bargains among the cheapest stocks in the market, has remained unpopular for most of the past decade.

Read more

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. 

Read the full article

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.

Read more

Need further information?

Cyveillance Protected


Viewing this website in Switzerland is not permissible with the exception of the distribution to qualified investors according to the Swiss Collective Investment Schemes Act, the Swiss Collective Investment Schemes Ordinance and the respective Circular issued by the Swiss supervisory authority ("Qualified Investors"). Supplied for the use by the initial recipient (provided it is a Qualified Investor) only, not for onward distribution to any other person or entity.

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.