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Insights and market updates

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2017 JUN

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

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.

Watch the video

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 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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