Insights and market updates

The M&G Managed Growth Fund has been run by Dave Fishwick, head of M&G’s Macro & Multi Asset Investing, since September 2015. During this time, he has brought the fund in line with his team’s top-down approach to investment. Here, we highlight the main changes Dave has made and the fund’s current positioning.

After a number of scandals such as the BP oil spill and Enron, it's quite unusual for fund managers to not take into account ESG factors when making an investment decision. So does this mean that ESG is now mainstream? 

After a challenging year for commercial property funds, 2017 was a relatively prosperous year. So what does 2018 have in store? In this Masterclass a panel of experts discuss their outlook for property in 2018, residential versus commercial property funds, if there is a softening in the market and the impact of a demographic changes on the property sector.

The fifth in a series of videos looking at the change in investor behaviour over the years and how asset managers have responded, Global Head of Distribution, Jonathan (Joffy) Willcocks gives his take on the active vs. passive debate.

February highlighted the difficulty and potential costs of trying to time the market, the worst week since 2016 was followed by the best week since 2015. Those who kept calm and stayed invested were rewarded. Investment Director, Ritu Vohoru explains why selectivity in the equity markets remains key.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.

On the tenth anniversary of the launch of the M&G European Strategic Value Fund, Fund Manager Richard Halle reflects on the lessons learned during a tough time for value investors. In his view, a disciplined process is the key to coping with the challenges associated with investing in cheap stocks. Despite a difficult few years, he believes value investors should keep the faith.