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.

Search

Please enter a search term:

Advanced search


News categories

  • Fund updates
  • Insights
  • Market summaries
  • Thought leadership

Asset class

  • Equities
  • Fixed income
  • Fixed interest
  • Multi-asset

2018 NOV

Fund updates

Richard Woolnough

07/11/2018

M&G Optimal Income Fund - Taking risk where we are paid to do so

Volatility has proven to be the predominant theme in financial markets so far in 2018, but we remain positive on prospects for the global economy. As a result, we believe corporate bond spreads can tighten further, potentially back towards levels last seen in 2004. From a valuations perspective, we continue to prefer investment grade corporate bonds over high yield credit. This is why the fund’s average credit quality stands close to its highest level since launch.
Read more

Thought leadership

Jonathon Willcocks

06/11/2018

Joffy's Journal - Investment themes you can't ignore

In the eighth 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 revisits previous episodes and looks at some of the themes that will still be relevant to you and your clients in 2019.

Watch the video

2018 OCT

31/10/2018

Protecting your interests during and after Brexit

Read the full article

Insights

James Tomlins

18/10/2018

A high yield fund for a rising rate environment

The M&G Global Floating Rate High Yield Fund is designed for investors seeking an attractive level of income, but who are concerned about the negative impact of rising interest rates. Drawing on M&G’s long-running expertise in high yield investing, the fund gives investors access to a globally diversified portfolio of high yield floating rate notes (FRNs), a sub-set of the high yield market that has seen significant growth in recent years.

Read more

Insights

Alex Araujo

18/10/2018

Why infrastructure presents opportunities for long-term investors

In this Q&A, Alex Araujo, fund manager of the M&G (Lux) Global Listed Infrastructure Fund, explains why he believes investors targeting both capital growth and income can play a part in financing the world’s growing need for infrastructure.

Read more

Insights

Claudia Calich

18/10/2018

M&G Emerging Market Bond Fund update and market perspective

Claudia Calich, Fund Manager of the M&G Emerging Markets Bond Fund, discusses the fund's current positioning and key performance drivers, and shares her market outlook for the coming months.

Watch the video

Insights

Ritu Vohora

04/10/2018

Mind the gap: US vs ROW

In this month’s video, Investment Director, Ritu Vohora looks at the sharp divergence in equity markets. Are we at an inflection point?

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

Insights

Juan Nevado

01/10/2018

Face behind the fund

In this video Juan Nevado discusses his career, explains his motivations, his interest in multi-asset management, and reviews the M&G (Lux) Conservative Allocation Fund and the M&G (Lux) Dynamic Allocation Fund. 

Watch the video

Fund updates

Juan Nevado

01/10/2018

Funds update

Juan Nevado, Fund Manager of the M&G (Lux) Conservative Allocation Fund and M&G (Lux) Dynamic Allocation Fund, discusses his carreer in fund management, the highlights of the first half of 2018, the fund's current positioning and the market outlook for the coming months

Watch the video

2018 SEP

Fund updates

John Weavers - Fund manager

27/09/2018

M&G North American Dividend Fund - Why active for dividend growth in the US?

The M&G North American Dividend Fund pursues a dividend growth strategy in the strong belief that this focused approach provides a tailwind to outperform the US market. 

Read more

Fund updates

Johan Du Preez

21/09/2018

Three years at the helm

Fund Manager Johan Du Preez joined M&G three years ago, he brings his unique perspective to investing in Japan, as well as providing continuity for M&G’s Japanese equities offering. In this note, he talks about the strategies and his investment approach as well as where he sees the current opportunities.

Read more

Fund updates

Claudia Calich

17/09/2018

Emerging Markets Update - Navigating The Storm

Heightened volatility in emerging debt markets has continued so far in the third quarter.

 

Read more

Insights

Daniel White

13/09/2018

M&G North American Value Fund - Lessons from five years of value investing in the US

Daniel White has managed the M&G North American Value Fund since September 2013. To mark this five-year milestone, he reflects on market trends and how the fund has performed in a challenging environment for value investors.

Read more

Insights

Juan Nevado and Ana Cuddeford

13/09/2018

M&G (Lux) Dynamic Allocation Fund - Fund Manager Q&A

Juan Nevado, manager of the M&G (Lux) Dynamic Allocation Fund, speaks with M&G Multi Asset team investment director Ana Cuddeford to share his views on a challenging market environment in 2018 and opportunities he sees in the coming period.

Read more

Insights

Richard Woolnough

12/09/2018

Market perspective and M&G Optimal Income Fund update

Richard Woolnough, Fund Manager of the M&G Optimal Income Fund, discusses the fund’s current positioning and principal performance drivers, and shares his market perspectives for the months to come.

Watch the video

Insights

Ritu Vohora

10/09/2018

Gold – has it lost its lustre?

Gold posted its fifth straight monthly drop and has fallen almost 8% YTD despite escalating trade tensions and geopolitical risks. In this month’s update, Ritu Vohora, Investment Director looks at why the precious metal seems to have lost its lustre and safe haven status.

Watch the video

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 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.