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Insights and market updates

For insights, thought leadership and market commentaries straight from the fund management floor.

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  • Commentary
  • Convert-sations
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Regions

  • UK

2017 AUG

Insights

Ritu Vohora

04/08/2017

Equities Market Perspective

Ritu Vohora's Equities Perspective update - August 2017

In this month’s update Ritu Vohora, Investment Director, asks if cyclicals are back in the driving seat of the equities rally, and gives a short update on how equities have performed globally across the sectors. 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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Fund updates

Jim Leaviss

01/08/2017

Update on key themes and fund positioning

The M&G Global Macro Bond Fund is a flexible and diversified bond fund whose main performance drivers are the active management of duration, credit risk and currencies. Fund Manager Jim Leaviss’ current investment themes include a significantly underweight duration stance, caution towards areas of the credit market, and a more constructive view on the outlook for the euro.

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2017 JUL

Fund updates

M&G UK Inflation Linked Corporate Bond Fund

28/07/2017

Current fund positioning and potential opportunities

Following a surprise dip in UK inflation in June – which saw the Consumer Prices Index (CPI) decline to 2.6% compared to 2.9% in May – we expect consumer prices to resume their upward trend over the coming months, and we remain of the view that CPI will creep above 3% by the end of 2017 or early 2018. In this fund update, we discuss how the fund is currently positioned to capture the expected near-term rise in inflation and also look at some of the attractive opportunities we are seeing across global inflation-linked bond and credit markets.

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Fund updates

Jim Leaviss

25/07/2017

Flexibility and diversity in global bonds

The M&G Global Macro Bond fund is a flexible and diversified global bond fund whose drivers of long-term performance are the active management of duration, credit risk and currencies.

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Fund updates

Léonard Vinville

13/07/2017

Reaping the benefits of asymmetric returns for 10 years

The M&G Global Convertibles Fund was launched on 13 July 2007. During the subsequent 10-year period, Fund Manager Léonard Vinville and his team have successfully navigated through what at times have been very turbulent waters, and delivered first-quartile returns since inception1. In Léonard’s opinion, convertibles remain a valuable investment proposition, particularly in the current uncertain environment, and he is confident that his consistent investment process has the ability to sustain the fund's robust performance.

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Fund updates

John William Olsen

13/07/2017

Sustainable Wealth Creation

John William Olsen discusses sustainable investing

John William Olsen discusses sustainable investing; what this means for his funds and how M&G has the resources to support him.

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Fund updates

Wolfgang Bauer

10/07/2017

M&G Absolute Return Bond Fund Update

Six months since its launch, Co-Fund Manager Wolfgang Bauer looks at the positioning of the M&G Absolute Return Bond Fund, the collaboration within the team and how the fund has performed to date.

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Insights

Ritu Vohora

06/07/2017

Equities Market Perspective

Investment Director Ritu Vohora, reviews how equities performed across the different sectors with central banks being the theme this month.

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

Michael Oliveros

04/07/2017

Asset TV Masterclass - European Equities

Since the start of 2017, the economic case for Europe has strengthened, with political risk becoming less pronounced. In this Masterclass, Fund Manager, Michael Oliveros, is joined by experts from Fundhouse, Lombard Odier Investment Managers and Rivers Capital Management to discuss recent political changes and what investors should be pricing in when it comes to the UK’s departure from the EU.

Watch now

2017 JUN

Fund updates

Stuart Rhodes

26/06/2017

Global Dividend Fund update - June 2017

Fund update video: M&G Global Dividend Fund - June 2017

In his latest fund update, M&G Global Dividend Fund Manager, Stuart Rhodes looks at some of the past developments in the fund and where he sees investment opportunities.

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Convert-sations

M&G Global Convertibles Fund

26/06/2017

Let’s talk about techs

This month, we take a look at the technology sector, which was in the news recently when some big falls caused investors to question whether the very strong rally was coming to an end. A subsequent rebound kept the sector in focus.

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Fund updates

The Adviser Centre

22/06/2017

The Adviser Centre interview with Matthew Vaight

Interview video with Matthew Vaight

Gill Hutchison, Research Director at The Adviser Centre talks to Matthew Vaight about the philosophy and process that underpins the M&G Global Emerging Markets Fund, and what sets it apart from its competitors.

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Fund updates

M&G Property Portfolio

16/06/2017

A steady source of income

UK commercial property has historically generated a steady source of income and an attractive level of return for investors. Throughout the fund’s four-month suspension last year and since trading resumed in November, manager Fiona Rowley and her team have been working hard to strengthen the fund’s resilience in the face of political and economic uncertainty. They have focused on the portfolio’s ability to generate attractive levels of income going forward, while reducing the downside risk by tilting the fund back towards prime properties.

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Fund updates

Tristan Hanson

12/06/2017

Introducing the Global Target Return Fund

Introducing the M&G Global Target Return Fund

Introducing the Global Target Return Fund

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Fund updates

M&G Episode Income Fund

06/06/2017

Robust returns and income growth over the medium term

The M&G Episode Income Fund continued to generate robust performance in its latest financial year, which finished at the end of April 2017, ranking in the top quartile of its peer group for all periods of a month and longer. Although the total distribution for the year declined slightly, the fund’s objective of growing income over any three-year period has been met.

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Insights

Ritu Vohora

05/06/2017

Equities Market Perspective

Global Q1 2017 earnings delivery was the best quarter in over six years . In this month’s update Ritu Vohora, Investment Director, reviews the earnings outlook for the rest of the year.

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

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