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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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2017 JUL

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.

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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.

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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

2017 MAY

Panoramic Outlook

Charles De Quinsonas

31/05/2017

Emerging Market Corporate Bonds – Falling default rates and high yields. Too good to be true?

With only one issuer defaulting in the first quarter of 2017 (compared to eight in the same period 12 months ago), the emerging market (EM) hard currency corporate bond asset class has until now met expectations that its default rate could be significantly lower in 2017. Improvements in both macro and corporate fundamentals have helped this outcome, providing relief for many EM bond managers who recently had to navigate through a particularly punishing time.

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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.

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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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