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

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

Asset class

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

2021 JAN

Insights

M&G Investments

19/01/2021

Value rotation in 2021?

We believe effective coronavirus vaccines and the potential for an economic recovery could be the catalyst for a style rotation towards cheap ‘value’ stocks, particularly those in cyclical sectors.

Read more

Fund updates

Fund Manager – Michael Bourke

19/01/2021

M&G Emerging Markets Equities team - Outlook 2021

As this unprecedented year for stockmarkets draws to a close, with effective vaccines to treat COVID-19 on the horizon we believe 2021 could be a promising year not just for emerging market equities, but also for ‘value’ investing.

Read more

Fund updates

M&G Investments

18/01/2021

Two-year anniversary – M&G (Lux) Positive Impact Fund

The M&G (Lux) Positive Impact Fund was launched in November 2018 with the twin goals of achieving positive societal impact and competitive financial returns. At the two-year mark, the fund is so far on track to meet these objectives, and is establishing itself as a genuine global equity fund with a focus on impact.

Read more

Insights

Kirsty Clark

13/01/2021

2020: A matter of perspective

In this month’s video and blog Investment Specialist, Kirsty Clark reflects on a year in which fortunes defied expectations. Will 2021 hold more of the same? To read the article and view more perspectives from the Equities team, please visit our Equities Forum.

Watch the video

2020 DEC

Insights

Kirsty Clark

08/12/2020

Value: a more sustained bounce back?

In this month’s video and blog Investment Specialist, Kirsty Clark comments on the recent Value rebound and cyclicals rally, and the prospects for these year-to-date laggards as we head into the new year. To read the article and view more perspectives from the Equities team, please visit our Equities Forum.

Watch the video

2020 NOV

Insights

M&G Investments

24/11/2020

2021 Investment Outlook

Watch M&G fund managers Jim Leaviss, Maria Municchi, Alex Araujo and Randeep Somel, debate the challenges and opportunities for investors as 2020 draws to an end.
Watch the video

Insights

Jim Leaviss, Head of M&G Public Fixed Income and Fund Manager

19/11/2020

Interview with Jim Leaviss, Head of M&G Public Fixed Income

In this 7 minute video Jim Leaviss, Head of M&G Public Fixed Income and Fund Manager of the M&G (Lux) Global Macro Bond Fund, speaks about the implication of US election on the economy. He highlights changes he made in his portfolio and addresses some of the current opportunities he sees in the market.

Watch the video

Insights

Fund manager – Ben Lord

19/11/2020

Searching for enduring quality in global credit - M&G (Lux) Global Corporate Bond Fund

An actively-managed bond fund that seeks to invest in the best relative value opportunities in the investment grade corporate bond universe. We actively manage interest rate risk using yield curve, duration hedging and inflation protection to support the investment process.

Read more

Insights

M&G Investments

09/11/2020

M&G (Lux) Global Floating Rate High Yield Bond Fund – Is now the time to capture relative-value opportunities?

In this note we consider how the two branches of the high yield market have responded to the economic and market volatility caused by the enduring COVID-19 pandemic, and how some of the technical features of the market have changed during that period.

Read more

Insights

Kirsty Clark

03/11/2020

Politics, pundits and pandemics

In this month’s video and blog Investment Specialist, Kirsty Clark comments on the recent spike in market volatility driven by US political uncertainty and a rapid rise in COVID-19 cases across Europe; and highlights what to look out for as US voters head to the polls. To read the article and view more perspectives from the Equities team, please visit our Equities Forum.

Watch the video

Need further information?


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.

This financial promotion is issued by M&G International Investments S.A.