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Equities Market Perspective

Stocks sold-off in the last few trading days of January on concerns of rising bond yields. In this month’s update, Investment Director, Ritu Vohora explains how tax cuts could create winners and losers in the corporate sector at a time of an improving economy and very high business and consumer sentiment.

Xw5Sm_frame_25 Watch the video

The Equities Forum

Introducing the new equities blog; sharing a wide range of themes that matter to equity investors.

Explore funds by asset class Visit the blog

M&G's Equities business manages over £62.4 bn* both in the UK and globally across a range of investment styles including income, value and growth. We have a conviction-led, long-term approach to investing and believe that we can deliver the best returns for our clients through active, unconstrained management.

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.

*As at 30 June 2017.

Our philosophy

At M&G we are active equity investors and our specialty lies in generating alpha, or returns ahead of the markets, through expert stock-picking. We believe the stockmarket has a tendency to be swayed by short-term noise, which creates opportunities for long-term investors. Experience tells us that company fundamentals drive share prices over the long run, not the vagaries of economic cycles or the fickleness of market sentiment.

Consequently, we focus on what really matters for equities: the understanding of companies and their valuation in the stockmarket. This is our area of expertise.

We believe in: We don't believe in:
Active, unconstrained investment Closet indexing
Bottom-up stock selection Changing our investment approach if it goes out of fashion
A long-term investment horizon Short-term trading strategies
Independent thinking Management by committee
Consistent application of our investment strategies Following market consensus
Responsible investment, ESG and stewardship A laissez-faire approach to governance

Our equity funds by regional capabilities

Region Funds  
Global M&G Global Dividend Fund
M&G Global Emerging Markets Fund
M&G Global Themes Fund
M&G Global Select Fund
M&G Global Recovery Fund
M&G Global Leaders Fund
M&G Global Listed Infrastructure Fund
UK M&G Recovery Fund
M&G Dividend Fund
M&G Index Tracker Fund
M&G UK Select Fund
M&G Smaller Companies Fund
M&G UK Income Distribution Fund
Europe M&G European Select Fund
M&G European Smaller Companies Fund
M&G European Strategic Value Fund
M&G Pan European Select Fund
M&G Pan European Dividend Fund
Asia M&G Asian Fund
M&G Japan Fund
M&G Japan Smaller Companies Fund
US M&G North American Dividend Fund
M&G North American Value Fund

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Cyveillance Protected

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested. 
This website is for Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals.