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Audience

Insights and market updates

Keep up to date with M&G’s latest views on topical issues with our thought leadership articles, market summaries and fund commentaries.

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  • Convert-sations
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2017 JAN

Fund updates

M&G Investments

20/01/2017

M&G Global Dividend Fund - The year in review

In our previous review, we wrote that we were active managers prepared to back conviction when we see opportunities in the market. We were rewarded for this handsomely in 2016. However, we believe we are in the early innings of the fund’s recovery as valuations across the portfolio remain highly attractive, with clear signs that value as a style is starting to play a much larger role in overall share price performance – value outperformed growth on a global basis for the first time since the financial crisis.

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Convert-sations

Insights from the M&G Global Convertibles team

16/01/2017

Convert-sations – January 2017

In our first edition of 2017, we consider the performance of convertibles in the year just gone and conclude that the market has satisfied its remit – outperforming much of the bond market but lagging equities.

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Insights

Ritu Vohora

06/01/2017

Equities Market Perspective

In this month’s update, Investment Director Ritu Vohora takes a quick look back at the markets’ in 2016 and our theme explores the potential effect of rising bond yields on equity markets in 2017.

Watch the video

Fund updates

M&G Recovery Fund

04/01/2017

GW Pharmaceuticals: On a high

Cannabinoid medicine company GW Pharmaceuticals, a longstanding investment on the M&G Recovery Fund, had an exciting year in 2016. We provide an update on the important developments at the company in a year when the holding was one of the largest contributors to performance on the fund.

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2016 DEC

Fund updates

M&G Short Dated Corporate Bond Fund

21/12/2016

Delivering steady income in a low-yield world

The M&G Short Dated Bond Fund aims to provide income with stability of capital over a rolling three- to five-year period. To achieve this, it invests in a range of typically low-risk debt instruments such as short-dated investment grade corporate bonds and floating rate notes.

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Fund updates

M&G Select team

21/12/2016

Responsible investment - Long-term sustainability and ESG

Stewardship is a pivotal part of active fund management. Our customers deserve the best possible representation of their wealth, and they can rightfully demand very high standards.

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Fund updates

M&G Episode Income Fund

20/12/2016

Consistent process delivering robust results

The M&G Episode Income Fund has been enjoying notably positive performance in recent months and, indeed was the best-performing fund in its peer group in November. This is not just a short-term phenomenon, however, and the fund is ranked first quartile over three and five years, as well as since launch. Fund Manager Steven Andrew attributes this robust performance record to his consistent approach of concentrating on the asset classes that he feels offer the most attractive valuations, not being afraid to go against the crowd and being prepared to dynamically adjust his allocations when the situation demands.

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Fund updates

Jim Leaviss and Wolfgang Bauer

20/12/2016

M&G Absolute Return Bond Fund

An introduction to the M&G Absolute Return Bond Fund with co-fund managers Jim Leaviss and Wolfgang Bauer. In this video they cover the fund’s objective and investment process, what makes the fund different and who it could be suitable for.

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Fund updates

Richard Woolnough and Stefan Isaacs

20/12/2016

Celebrating 10 years of the M&G Optimal Income Fund

Fund Managers Richard Woolnough and Stefan Isaacs recently took time out to look back over the history of the M&G Optimal Income Fund. They discuss the importance of the flexibility of the fund and what they think the outlook for markets is.

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Panoramic Outlook

Jim Leaviss

19/12/2016

Global Bond Market Outlook 2017

2017: A WHOLE NEW BALL GAME

It’s fair to say that, back at the start of 2016, few would have predicted we would end the year with president-elect Trump readying himself to move into the White House, and the British establishment at loggerheads over the form (hard? Soft? Somewhere in between?) that the country’s departure from the European Union should take.

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Fund updates

M&G UK Inflation Linked Corporate Bond Fund

15/12/2016

Helping to capture the expected upturn in inflation

The sharp drop in the value of sterling following the EU referendum is expected to create significant inflationary pressures over the coming months. Trade-weighted sterling has fallen by around 18% from its recent peak in mid-2015. Given the UK’s heavy reliance on imported goods, this is expected to have a meaningful impact on consumer prices over the next 2-3 years.

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Fund updates

M&G Multi Asset team

13/12/2016

A pivotal moment - looking towards 2017

For us in the M&G Multi Asset team, 2016 was not so much about learning new lessons as being reminded of some of our key rules for investing: avoid getting caught up in short termism, do not waste time on forecasting, and beware lazy assumptions about what ‘should’ happen based on previous experience.

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Insights

Ritu Vohora & Siobhan Pandya

07/12/2016

Equities Market Perspective

In this month’s update we look at the markets’ winners and losers in November and our theme explores how the rotation from quality to value and from defensives to cyclicals has developed over the year.

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Insights

Wolfgang Bauer

06/12/2016

Asset TV Fixed Income Masterclass - CPD

In this Asset TV Masterclass on Fixed Income, Fund Manager Wolfgang Bauer is on a panel with three other experts to discuss the backdrop of fixed income, the timescale of a US interest rate rise, pros and cons of ATFs and give their individual views on emerging markets.

Watch now

Fund updates

M&G Global Floating Rate High Yield Fund

05/12/2016

Demonstrating resilience in volatile markets

The M&G Global Floating Rate High Yield Fund gives investors access to a globally diversified, actively managed portfolio of high yield floating rate notes (FRNs). We believe these instruments can offer a potentially attractive source of income, while being less exposed to the downside risks associated with other higher yielding assets. With an interest rate duration close to zero, FRNs also provide an effective hedge against a further sell-off in government bond markets, while allowing investors to benefit from any future rise in interest rates.

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Fund updates

M&G Optimal Income Fund

02/12/2016

View From The Desk – November 2016

Some of the data shown below is preliminary and subject to change. All portfolio data and performance attribution are based on internal databases and are unaudited. Please see the Monthly Fund Review for final verified data.

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2016 NOV

Fund updates

M&G Retail Fixed Interest

30/11/2016

Capturing the expected upturn in inflation

The sharp drop in the value of sterling following the EU referendum is expected to create significant inflationary pressures over the coming months. Trade-weighted sterling has fallen by around 20% over the past year, having recently touched a record low. Given the UK’s heavy reliance on imported goods, this is expected to have a meaningful impact on consumer prices.

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Fund updates

M&G Global Recovery Fund

29/11/2016

Risk-reward through the recovery cycle

The M&G Global Recovery Fund is a genuinely differentiated global equity proposition with a distinctive contrarian approach to stock-specific investment. Analysis from M&G’s Portfolio Construction & Risk (PCR) team shows that the fund is diversified across recovery stages, sectors and geographies, helping Fund Manager David Williams to balance the risk and reward profile of the portfolio.

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Convert-sations

M&G Global Convertibles Fund

25/11/2016

Primary numbers

This month, we consider new issues in the convertibles market, a vital area given the built-in obsolescence of the asset class.

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Fund updates

M&G Retail Fixed Interest

24/11/2016

Selected fund positioning update post US election

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Fund updates

Stuart Rhodes

24/11/2016

M&G Global Dividend Fund Update

M&G Global Dividend Fund Update Nov 16

Stuart Rhodes, Fund Manager, discusses what has driven fund performance throughout 2016, where he is seeing opportunities and how the fund is currently positioned geographically.

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Fund updates

M&G Episode Income Fund

21/11/2016

Now we are six

The M&G Episode Income Fund was launched on 11 November 2010 with the remit to deliver a high and rising income over time, along with capital growth over the long term. As we celebrate the fund’s sixth birthday, it is time to reflect on how Steven Andrew, manager of the fund, has delivered on this objective against what, at times, has been a volatile and challenging investment background.We also reiterate the philosophy behind the fund.

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Fund updates

Stefan Isaacs

07/11/2016

M&G Optimal Income Fund Update

In the latest M&G Optimal Income Fund update video, Stefan Isaacs, Fund Manager, discusses the fund’s defensive position and what has been driving performance recently. He also gives his outlook for fixed income and which asset classes he’s seeing most value in.

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Insights

Ritu Vohora

04/11/2016

Equities Market Perspective

Ritu's Equities Prespective

In this month’s update, Investment Director, Ritu Vohora, reviews October’s asset class winners and losers and our theme looks at the performance of low volatility styles. Have they run their course? Especially, given their underperformance has intensified in recent weeks.

Watch the video

Fund updates

M&G UK Inflation Linked Corporate Bond Fund

01/11/2016

Helping to capture the expected upturn in inflation

The sharp drop in the value of sterling following the EU referendum is expected to create significant inflationary pressures over the coming months. Trade-weighted sterling has fallen by around 20% over the past year, having recently touched a record low. Given the UK’s heavy reliance on imported goods, this is expected to have a meaningful impact on consumer prices.

Read more

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