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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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  • Case study
  • Fund updates
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2018 FEB

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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Fund updates

02/02/2018

M&G Global Select Fund - 50 year anniversary note

If you were around in England on 19 December 1967 you faced a difficult choice: pay £15 to catch the Jimi Hendrix and Pink Floyd gig in Coventry, or invest in the new M&G Global Select Fund (or the M&G Magnum Fund as it was known then).

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2018 JAN

Fund updates

David Fishwick & Eric Lonergan

30/01/2018

M&G Episode Macro Fund - Investment review 2017

2017 was not the year that many market commentators had forecast. While this in part was due to a series of political outcomes that markets deemed favourable, this of course does not tell the whole story. The main theme in 2017 was the global economy, which underpinned markets’ ability to consistently defy predictions. To understand why, it is important to revisit the context set during the previous year.

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Fund updates

M&G Retail Fixed Interest

30/01/2018

Bond markets are different: the benefits of an active approach in today’s low-return world

While passive investments have grown in size and prominence in recent years, we believe there are good reasons why investors should choose active management when investing in fixed income today; we discuss the main ones below.

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Fund updates

M&G Global Dividend Fund

29/01/2018

M&G Global Dividend Fund - Investment review 2017

Against a buoyant equity market in 2017, the fund experienced a positive year on the whole.

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Fund updates

Tristan Hanson

26/01/2018

M&G Global Target Return Fund - Investment review 2017

The M&G Global Target Return Fund launched in December 2016 and, since inception, it has looked to provide steady, positive returns to investors in an evolving investment environment. Fund Manager Tristan Hanson provides an insight into his key investment decisions and the market environment in 2017, a year that saw global economic growth and investor sentiment gradually improve.

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Insights

Asset TV

19/01/2018

Asset TV: A Year in Review

2017 has been an eventful year with Brexit, Trump, political and economic uncertainty, central bank monetary policy and also high and low yields.

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Fund updates

M&G Global Macro Bond Fund

18/01/2018

Flexibility and global diversity against policy tightening

The key themes in global bond markets during 2017 included the prospect of further rises in US interest rates, as well as firmer inflation in both the US and Europe. Amid this environment, investors also had to assess the probability of reduced quantitative easing activity by central banks.

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Insights

Richard Woolnough

10/01/2018

Fixed Income - 2017 Review & 2018 Market Outlook

Richard Woolnough

Fixed income fund manager Richard Woolnough shares his thoughts on what might be in store for 2018 after an eventful 2017.

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Fund updates

09/01/2018

Worried about inflation? – Listed Infrastructure may provide a solution

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Are you missing out on the growth opportunities in infrastructure?

Infrastructure is often associated with stability, but investing in these types of businesses also offers potential for long-term growth from multiple sources.

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Insights

Ritu Vohora

08/01/2018

Equities Market Perspective

As the New Year begins, investors may be wondering if 2018 will bring as many positive surprises as 2017. In this month’s update, Investment Director, Ritu Vohora explains why equities remain the asset class of choice for 2018.

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2017 DEC

Insights

M&G Global Listed Infrastructure Fund

11/12/2017

Understanding our ESG approach

The M&G Global Listed Infrastructure Fund is not explicitly labelled as an ESG fund, but ESG is central to our investment process. As investors in long-life, immovable infrastructure assets, we endeavour to ensure asset and business sustainability by incorporating ESG factors in our fundamental analysis.

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Insights

Ritu Vohora

07/12/2017

Equities Market Perspective

In this month’s update Ritu Vohora, Investment Director at M&G, talks about continued global equities rally on the back of positive macro data. She also takes a look back at 2017.

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

Thought leadership

Jonathan Willcocks

04/12/2017

Joffy’s Journal — Common mistakes made by investors

In the fourth in a series of videos looking at the change in investor behaviour over the years, Global Head of Distribution, Jonathan (Joffy) Willcocks looks at the three common mistakes many people make when thinking about their investments.

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