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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  • Fund updates
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  • Equities
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Themes/Topics

  • Global themes

2019 SEP

Fund updates

Alex Araujo

13/09/2019

An introduction to M&G (Lux) Global Listed Infrastructure Fund

In this short video, Fund Manager Alex Araujo explains his modern approach to listed infrastructure, which includes investment in the physical assets that enable our increasingly digital world. His investment strategy focuses on companies with potential for long-term growth, while capturing the defensive characteristics of the asset class.

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Fund updates

Alex Araujo

13/09/2019

Fund update: M&G (Lux) Global Listed Infrastructure Fund

In this short video, Fund Manager Alex Araujo explains how the defensive qualities of listed infrastructure have benefited investors in 2019 and why now is an excellent time to invest in this exciting asset class.

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Insights

Ritu Vohora

05/09/2019

Falling yields – has gold got its shine back?

Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this month’s video, Investment Director, Ritu Vohora looks at the driving forces behind investors’ renewed interest in the yellow metal.

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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2019 AUG

Fund updates

Richard Woolnough

15/08/2019

Fund update: M&G (Lux) Optimal Income Fund

Fund update - Optimal Income Fund

In this short video, fund manager Richard Woolnough explains why he doesn’t share the market’s nervousness about prospects for the global economy, and how this view is reflected in the fund’s positioning. After a positive first half of the year for risk assets, Richard explains where he believes the best relative value now lies.

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Insights

Ritu Vohora

06/08/2019

Currency wars: tweetstorm in a cup?

The Fed delivered its much anticipated interest rate cut at the end of July. In this month’s video, Investment Director, Ritu Vohora looks at the implications for the US dollar. Could the US Treasury resort to direct FX intervention, if Fed cuts alone do not suppress dollar strength?

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 JUL

Insights

M&G Investments

30/07/2019

M&G Investment insight "Is now the time to capture the emerging market debt opportunity?"

Emerging market debt is gaining increasing recognition as a fixed income asset class, helped by its growth potential and diversification benefits. This paper serves as an introduction to EMD, the shape and characteristics of the local and hard currency markets and discusses M&G’s blended approach to EMD that can enable yield and diversification benefits to be captured, whilst also gaining exposure to different return drivers.

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Insights

M&G Investments

25/07/2019

M&G (Lux) North American Dividend Fund: Diversified sources of alpha

US equities reached record highs, driven by technology-related stocks. The fund outperformed the S&P 500 Index and added value across a broad range of sectors. Dividends continue to rise in the US market, with most of the fund’s holdings delivering growth in the region of 5-15%.

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Insights

Jim Leaviss

12/07/2019

M&G (Lux) Global Macro Bond Fund - Defensive stance in flexible global bond mandate

A macroeconomic outlook of slowing growth remained a key global theme in the year-to-date period. We maintained a cautious approach towards credit in the fund, with preferred areas that included senior debt among US banks. We also continued to favour hard currency emerging market sovereigns on a selective basis. We reduced our overall US dollar allocation in June, largely reflecting our view that the greenback is looking quite highly valued versus other developed market currencies. We added currency exposure elsewhere, including the Japanese yen, which we still consider is undervalued and a helpful risk diversifier.

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Insights

Ritu Vohora

04/07/2019

Bonds vs Equities: who's right?

Ritu Vohora's Equities Perspectives July 2019

While bonds appear to be signalling an economic slowdown, equities are suggesting growth will continue. In this month’s video, Investment Director, Ritu Vohora looks at the conundrum facing investors, with mixed messages emanating from bond and stock markets.

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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.