Insights and market news

For insights, thought leadership and market commentaries straight from the fund management floor. 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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2018 JUN

Insights

Ritu Vohora

06/06/2018

Equities Market Perspective

In this month’s update Ritu Vohora, Investment Director, explores the impact of rising US yields and a resurgent dollar on emerging markets. Is this a déjà vu of 2013’s ‘Taper Tantrum’?

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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2018 MAY

Fund updates

Jim Leaviss

31/05/2018

M&G (Lux) Absolute Return Bond Fund - Investment review

The challenge that investors face in obtaining positive returns from fixed income investments in an environment of rising bond yields was the main factor behind our decision to launch an absolute return bond fund. That challenge has become increasingly evident this year. Central banks look to unwind a decade of loose monetary policy, triggering increased uncertainty and volatility across asset classes and markets globally. We launched the M&G (Lux) Absolute Return Bond Fund – a highly flexible bond fund that targets steady, positive returns with a strong focus on minimising volatility and drawdowns – in December 2016.

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Insights

James Tomlins and Stefan Isaacs

18/05/2018

M&G Fixed Interest: High yield investing in a rising interest rate environment

At M&G Fixed Interest, we offer two distinct high yield strategies for a rising interest rate environment: the M&G Global Floating Rate High Yield Fund and the more recently launched M&G (Lux) Floating Rate High Yield Solution. Both funds provide exposure to a globally diversified portfolio of high yield floating rate notes and are designed to deliver attractive income streams while limiting the negative impact of rising interest rates.

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Insights

Matthew Vaight

17/05/2018

M&G Global Emerging Markets Fund: Good prospects for emerging market equities

Despite a loss of momentum this year, Matthew Vaight, manager of the M&G Global Emerging Markets Fund, believes the outlook is still positive for emerging market equities. In particular, he believes the current environment is favourable for value-oriented investors. In this note, Matthew discusses recent trends and events including the performance of ‘growth’ stocks, governance improvements in South Korea and political changes. He also explains his optimism for China and highlights where he sees opportunities currently.

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Fund updates

Juan Nevado and Craing Moran - Fund Managers

16/05/2018

M&G (Lux) Conservative Fund - Evaluating three years of strategy

April marks three years since M&G’s Multi Asset team first introduced the concept of a portfolio invested in mixed assets focused on growing capital with a cautious approach. Initially launched as a UK-authorised OEIC in April 2015, the M&G Prudent Allocation Fund later merged into a Luxembourg-authorised SICAV, the M&G (Lux) Conservative Allocation Fund, in March 2018. In that time, the strategy has consistently demonstrated its ability to find opportunities in different market environments.

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Fund updates

Tristan Hanson - Fund Manager

15/05/2018

M&G Lux Global Target Return Fund - First Quarter 2018

The fund delivered a positive return over the quarter, with strong performance in January followed by a partial reversal in February and March.
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Insights

M&G Select team

15/05/2018

The inexorable rise of ESG investing

In recent years we have seen a rapidly increasing focus on responsible investment, underpinned by the incorporation of Environmental, Social and Governance (ESG) factors by the investment community, encouraged by wider society, including regulators. Growth in ESG investing is being driven by a number of factors, and it is unlikely to change course.

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Thought leadership

Jonathan Willcocks

10/05/2018

Joffy’s Journal — the growing role of ESG in investing

The sixth 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 reinforces the importance of ESG principles when thinking about investments.

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Insights

Ritu Vohora

09/05/2018

Equities Market Perspective

In this month’s update Ritu Vohora, Investment Director, reflects on the Q1 earnings season. It’s been exceptional so far, at least compared to expectations. Are we at ‘peak earnings’?

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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2018 APR

Insights

Tony Finding, Fund Manager Macro investment Business

18/04/2018

The M&G episode approach: Dealing with a changing environment

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Insights

Ritu Vohora

06/04/2018

Equities Market Perspective

Concerns have shifted to the potential for corporate profits to be undermined if a trade war erupts with China announcing a new round of tariffs on US products. Investment Director, Ritu Vohora explains this month how global equities retreated following trade spats and negative news flow from tech stocks in the wake of Facebook privacy concerns.

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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