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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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2018 APR

Insights

Alex Araujo, Fund manager

16/04/2018

What’s the impact of rising interest rates on infrastructure?

In this 2 minute update, Alex Araujo, Fund Manager M&G Global Listed Infrastructure Fund, discussing the impact of rising interest rates on listed infrastructure, what type of infrastructure tends to do well in this environment and what this means for client portfolios.

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Insights

Alex Araujo, Fund Manager, M&G Global Listed Infrastructure Fund

09/04/2018

AssetTV Alternatives masterclass

With the correlation benefits of equities and bonds waning, investors are increasingly on the hunt for assets that act as a true diversifier, so this is where alternatives come in.

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Insights

Ritu Vohora

06/04/2018

Equities Market Perspective

Concerns have shifted to the potential for corporate profits to be undermined if a trade war erupts with China announcing a new round of tariffs on US products. Investment Director, Ritu Vohora explains this month how global equities retreated following trade spats and negative news flow from tech stocks in the wake of Facebook privacy concerns.

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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2018 MAR

Fund updates

M&G Managed Growth Fund

22/03/2018

Adjustments to fund positioning during new manager tenure

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.

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Insights

Rupert Kreting, Head of Corporate Finance & Stewardship

15/03/2018

AssetTV ESG Masterclass

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? 

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Fund updates

Amaya Assan

15/03/2018

Talking factsheet - M&G Emerging Markets Bond Fund

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Fund updates

Amaya Assan

15/03/2018

Talking factsheet - M&G Global Emerging Markets Fund

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Fund updates

John Monaghan

15/03/2018

Talking factsheet - M&G Global Dividend Fund

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Fund updates

Alex Farlow

15/03/2018

Talking factsheet - M&G Episode Income Fund

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Fund updates

Amaya Assan

15/03/2018

Talking factsheet - M&G UK Inflation Linked Corporate Bond Fund

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Insights

Justin Upton

08/03/2018

Asset TV Property Masterclass

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.

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Thought leadership

Jonathan Willcocks

06/03/2018

Joffy’s Journal — Active vs Passive – a fresh perspective

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.

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Insights

Ritu Vohora

05/03/2018

Equities Market Perspective

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.

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Fund updates

Fund manager – Richard Halle

02/03/2018

M&G European Strategic Value Fund- Lessons from a decade of value investing

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.

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2018 FEB

Fund updates

Léonard Vinville

22/02/2018

M&G Global Convertibles Fund - Fund update

Sustained stockmarket rallies have been reflected in the convertibles market, which seems well placed to benefit from current market conditions, such as rising interest rates and higher volatility.

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Fund updates

Fund manager – Matthew Vaight

20/02/2018

M&G Global Emerging Markets Fund - Improving fundamentals positive for emerging markets

Emerging market equities rallied for the second consecutive year in 2017 and once again outperformed developed market stocks. In contrast to 2016 when the market re-rated in advance of an earnings recovery, last year’s performance was underpinned by the earnings coming through. Investors should bear in mind that past performance is not a guide to future performance.

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Fund updates

Jamie Horvat, Fund Manager and Henrietta Walker, Investment Director

19/02/2018

M&G Global Themes Fund update

Jamie Horvat, fund manager of the M&G Global Themes fund discusses the recent changes to the fund with investment director, Henrietta Walker, which include changes to the fund objective, investment policy and name change.

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Insights

M&G Investments

13/02/2018

The Rise of Considerate Capitalism

Fund managers are increasingly being asked to play a role in ensuring good corporate behaviour, but strong ESG analysis is a crucial part of delivering shareholder returns, says Rupert Krefting, head of corporate finance and stewardship at M&G.

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Fund updates

M&G Investments

08/02/2018

M&G Optimal Income Fund - Investment review 2017 and outlook for 2018

Contributions to fund performance in 2017 came from across its wide-ranging asset class exposures. Here, we examine this in more detail and give our outlook for bond markets in 2018.

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Insights

Ritu Vohora

07/02/2018

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.

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

M&G Global Listed Infrastructure Fund

02/02/2018

Royalties as infrastructure

As their name suggests, the origins of royalties trace back to sums or ‘royal rights’ paid to a sovereign for the use and/or exploitation of crown lands – whether for farming, grazing, or mineral extraction.

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