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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2020 APR

Insights

Juan Nevado

02/04/2020

Macro Outlook update Juan Nevado

The last few months have been a very difficult time for families, global health services, world economy and financial markets. Today I want to talk about how we analyse the current macro economic environment.

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2020 MAR

Fund updates

James Tomlins

26/03/2020

Summary notes M&G (Lux) Global Floating Rate High Yield Fund webcast

High yield markets have seen unprecedented price moves in recent weeks, with very sharp declines across all parts of the market. The speed and scale of the sell-off far exceeds what we saw in 2008, with most of the high yield market now trading at spreads of more than 1,000 bps.
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Fund updates

Claudia Calich

24/03/2020

Summary notes M&G (Lux) Emerging Markets Bond Fund webcast

Following the market’s global turmoil, the latest developments under assessment among investors include the significant policy responses of central banks and governments in both developed and emerging countries. These include monetary and fiscal measures, although the scope of some emerging markets to include sizeable fiscal stimulus may be more limited if their debt levels are high.

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Insights

Richard Woolnough

19/03/2020

Summary notes M&G (Lux) Optimal Income Fund webcast

The severity of the Covid 19 outbreak on the global economy, sharply slowing consumption and weakening services, means a recession is inevitable, in my view. We feel this global economic slowdown will be different to previous recessions, when consumer demand fell away because of a downturn in the price of houses, oil, and generally combined with a high debt-servicing ratio.

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Fund updates

Juan Nevado

19/03/2020

Summary notes M&G (Lux) Dynamic Allocation Fund and M&G (Lux) Conservative Allocation Fund webcast

It has been a very volatile and somewhat frightening month for markets; a ‘perfect storm’. This has meant a sharp decline in all risk assets, which have become heavily correlated. The biggest issue is the huge uncertainty brought on by the world economy coming to a sudden halt, hence the significant de-risking we have seen in markets. 

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Insights

Ritu Vohora

05/03/2020

Sustainability – a silver lining amidst the fear?

Despite the clearly tragic short-term impacts of the coronavirus, could the outbreak be an unintended agent of change? In this month’s video, Investment Director, Ritu Vohora looks at the potential silver lining amidst the fear and the value of ESG to long-term investors, providing an important and alternative perspective on major issues affecting markets and economies today.

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2020 FEB

Insights

M&G Investments

25/02/2020

M&G Emerging Market Equities team: fundamentals support case for EM in 2020

The past decade was tough for EM investors as EM equities materially underperformed developed market stocks leading many investors to avoid the asset class. Looking ahead, Michael believes there are positive developments taking place that could help EM equities outperform in future.

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Insights

M&G Investments

14/02/2020

M&G (Lux) Optimal Income Fund - Keeping focus on valuations

With 2019 a strong year for fixed income, we take a look at what worked and what didn’t work for the Optimal Income strategy. A tightening of valuations in investment grade credit in recent months offers us the chance to use our wider toolkit. Potential investment opportunities for 2020, a year we believe will be generally supportive for risky assets.

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Fund updates

Stuart Rhodes, fund manager

12/02/2020

M&G (Lux) Global Dividend Fund- Looking back on 2019

Global equities rose strongly in 2019, led by the US. Technology was the standout performer, while defensive sector lagged against a backdrop of rising bond yields.The fund trailed the MSCI ACWI Net Return Index as Methanex, Trinseo (materials) and Imperial Brands (consumer staples) held back returns. Stock selection added value in energy, where Gibson Energy and Keyera bucked the trend in an underperforming sector. Tokyo Electron led the gains in a buoyant technology sector.

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Insights

M&G Investments

11/02/2020

2019 – A year of recovery for high yield markets - M&G (Lux) Global High Yield Bond Fund

The note outlines the strong recovery of the high yield bond market in 2019 and the reasons why we believe the high yield space remains a compelling opportunity for investors seeking income in 2020.

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Insights

M&G Investments

11/02/2020

M&G Annual Investment Forum 2020

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Insights

M&G Investments

10/02/2020

M&G (Lux) Global High Yield ESG Bond Fund - Investing responsibly in the energy sector

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

Ritu Vohora

06/02/2020

The race is on: US Presidential election 2020

As we look ahead to 2020, the US Presidential election is now seen as the most significant tail risk for markets. In this month’s video, Investment Director, Ritu Vohora looks at what the wide range of potential policy outcomes could mean for investors. 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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