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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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  • Convert-sations
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2017 MAY

Fund updates

Richard Woolnough

12/05/2017

M&G Optimal Income Fund Update

In the latest M&G Optimal Income Fund update video, Richard Woolnough, Fund Manager, discusses the fund’s current position, what are the opportunities and threats he sees and  what the outlook is for Fixed Income.

Watch the video

Fund updates

Equities Investment Communications

12/05/2017

Equities resilient as reflation trade pauses

The outlook for equities remains positive for actively managed portfolios, despite a pause in the reflation trade. A crucial factor for the equities rally, however, is a sustained recovery in earnings.

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Fund updates

M&G Global Emerging Markets Fund

11/05/2017

The opportunity for value in emerging markets

Value as an investment style has underperformed in emerging markets for several years. As a result, we believe there are currently opportunities for value-focused investors, particularly in economically sensitive areas. With valuations looking attractive relative to developed markets and improving company fundamentals, we are optimistic about the outlook for emerging markets.

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Fund updates

M&G North American Value Fund

08/05/2017

A positive outlook for value investing in the US stockmarket

US stockmarkets are currently trading close to all-time highs. However, we believe there are still opportunities in the market for value-focused investors. Value as a style returned to favour in 2016, but this followed a sustained period of underperformance. The valuation gap between the cheapest part of the market and the most expensive remains extremely wide and should narrow, in our opinion. By adopting a selective, diversified approach focused on finding cheap stocks with robust fundamentals, we believe the fund is well positioned to take advantage of the value opportunities currently present in the US market.

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Insights

Ritu Vohora

05/05/2017

Equities Market Perspective

M&A activity has begun 2017 on a positive note after falling in 2016. In this month’s update Ritu Vohora, Investment Director, considers whether the current level of activity is sustainable.

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

Convert-sations

M&G Global Convertibles Fund

04/05/2017

Best of the specials

In this issue, we concentrate on some of the special situations taking place in the convertibles universe. Our market lends itself to various kinds of innovation, and recently, there have been a number of thought-provoking developments, designed to either encourage holders to sell their convertibles or accept changes in their terms.

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2017 APR

Fund updates

M&G Retail Fixed Interest team

13/04/2017

Fixed income investing in a rising inflation environment

With inflation showing early signs of a comeback over the first few months of 2017, how should fixed income investors go about positioning their portfolio to guard against a further pick-up in consumer prices? In this note, we outline a variety of fixed income strategies which could help mitigate the negative impact of rising inflation.

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Insights

Ritu Vohora

06/04/2017

Equities Market Perspective

In this month’s update, Investment Director Ritu Vohora discusses the continued rally in global equities over the first quarter and the triggering of Article 50.

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

2017 MAR

Convert-sations

Insights from the M&G Global Convertibles team

27/03/2017

US primary market could be great again

The first two months of 2017 brought a nice jump in the amount of new US convertibles being issued, many of which attracted high levels of demand.

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Fund updates

M&G Optimal Income Fund

24/03/2017

An interview with Richard Woolnough

Richard Woolnough gives his thoughts on the outlook for 2017 and how this is reflected in the M&G Optimal Income Fund, and why it’s important to remain flexible.

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Fund updates

David Williams, Fund Manager

24/03/2017

M&G Global Recovery Fund update

Fund Manager David Williams discusses the tried and tested investment approach of the contrarian M&G Global Recovery Fund.

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Fund updates

M&G Global Macro Bond Fund

20/03/2017

Adjusting the US dollar view

The M&G Global Macro Bond Fund is a flexible bond fund whose main performance drivers are the active management of duration, credit risk and currencies. Within Jim Leaviss’ key investment themes, an overweight allocation to the US dollar has been reduced after the currency’s solid rally last year. However, he maintains a sizeable exposure to the US currency, a position he is comfortable with in the context of a globally diversified bond portfolio.

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Fund updates

M&G Global Floating Rate High Yield Fund

09/03/2017

A defensive approach to high yield investing

Launched in September 2014, the M&G Global Floating Rate High Yield Fund aims to deliver income and capital growth by investing primarily in high yield floating rate notes (FRNs) – bonds paying a variable coupon that is regularly adjusted in line with changes in interest rates.

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Fund updates

M&G Property Portfolio

06/03/2017

Our views on the UK commercial property market

The resumption of capital growth in the fourth quarter of 2016 marked the end of a short, sharp, downturn in commercial property values in the summer. However, despite the capital declines, UK commercial property generated a positive total return of 2.6% in 2016. This was due to an initial yield on the market of 5% and modest rental growth during the period.

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Insights

Ritu Vohora

06/03/2017

Equities Market Perspective

In this month’s update, Investment Director Ritu Vohora reviews the continued rally in global equities and discusses the European enigma of to buy or not to buy.

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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