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 FEB

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

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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2020 JAN

Insights

M&G Investments

20/01/2020

A unique combination of defensiveness and growth - M&G (Lux) Global Listed Infrastructure Fund

While global equities rose strongly in 2019, led by the US, defensive sectors struggled to keep up against a backdrop of rising bond yields. Sentiment-driven markets are creating buying opportunities for listed infrastructure businesses with excellent long-term growth prospects.

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Insights

17/01/2020

The M&G (Lux) Absolute Return Fund, Citywire Berlin 2019

In this video, Jim Leaviss, Head of Wholesale Fixed Income at M&G, provides an overview of the M&G (Lux) Absolute Return Fund. By investing across a diverse range of fixed income assets, within a rigorous risk control framework, the fund seeks to provide steady positive returns, with a specific focus on managing volatility and limiting losses during difficult market conditions. As an active and highly flexible fixed income strategy, we believe the fund is well placed to capture attractive pockets of value in global bond markets, while at the same time maintaining a defensive bias and a close emphasis on capital preservation.

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Insights

Kirsty Clark

08/01/2020

Trading places: battle of the superpowers

Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the ‘Phase one’ US-China trade agreement and looks at how markets could react in 2020.

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 DEC

Insights

16/12/2019

Investment outlook: What awaits us in 2020?

Watch M&G fund managers Stefan Isaacs, Tristan Hanson and Michael Bourke discuss where they see challenges and opportunities for investors in the New Year.
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Insights

M&G Wholesale

09/12/2019

2019 Review and Outlook 2020

After another turbulent year for financial markets in 2019, what challenges and opportunities could 2020 bring? Some of M&G’s leading wholesale fund managers from across asset classes came together to discuss the issues.
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Insights

Jim Leaviss

09/12/2019

2020 Vision

Let me start with two predictions. Firstly that the title ‘2020 Vision’ will be irresistible to all year-ahead outlooks, no matter what publication or industry you work in. This is why I trademarked the idea many months ago, and now expect to retire on the proceeds of all the copyright breaches. My second prediction is that in my industry, bond fortune telling, virtually all of those 2020 outlook pieces will declare that it will be the year that the ‘bond bubble’ bursts. Maybe they’ll be right this year, after a 30-year streak of ‘sell bonds’ predictions. But their track record doesn’t suggest they have an edge in the bubble-popping business.
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Insights

Claudia Calich - Fund Manager

09/12/2019

M&G (Lux) Emerging Markets Hard Currency Bond Fund: Global diversity in EM hard currency debt

Sentiment towards emerging markets fixed income was generally favourable in the year-to-date period, despite ongoing themes that warranted some caution in the outlook. Slower economic growth and the US/China trade dispute remained concerns, although renewed economic stimulus policies from key central banks encouraged investors’ risk appetite, including for EM bonds. This was notably the case with the US Federal Reserve (Fed) as its stance on monetary policy turned dovish.
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Insights

Ritu Vohora

06/12/2019

2020 outlook – hidden in plain sight

Equity markets have remained relatively resilient year to date, despite investors facing multiple headwinds. In this month’s video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also looks ahead at what could influence markets in 2020.

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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.

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