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Audience

Our macro and multi-asset investment team

The fund management team comprises a close-knit group of fund managers with more than 100 years of combined investment experience. The team has unrivalled experience in running multi-asset funds, having managed multi-asset mandates for the Prudential Life Fund and external clients for more than a decade. Their assets under management totalled more than £6.3bn as at 30 June 2016.

Team approach

While each fund manager bears responsibility for the management decisions of each portfolio, the group functions as a true team, continually sharing and testing investment ideas and assessing a wide variety of macroeconomic data.

Tried and tested philosophy

The team’s investment philosophy has succeeded throughout a set of crises in financial markets. We therefore believe that this philosophy is robust and has the ability to deliver attractive returns for investors in a variety of future market conditions.

Our fund management team

David Fishwick

Dave Fishwick

Dave Fishwick is CIO of Macro and Multi Asset at M&G Investments and co-fund manager of the M&G Episode Macro Fund. Dave has more than 20 years of investment management experience, having joined Prudential Portfolio Managers (now M&G Investments) in 1987 as a European economist and subsequently being responsible for forming views on global bond and currency markets and applying them to multi-asset funds.

In 1994, Dave relocated to Australia where he was appointed head of fixed interest and asset allocation strategy in 1997. During that time, he developed his ideas on market behaviour and designed the strategy, philosophy and process implemented for an overlay mandate for the Prudential Life Fund upon his return to Europe in 1999. In light of the success of this mandate, the M&G Episode Macro Fund was launched in 2010, which follows the same strategy. Dave has a BSc in economics from Brunel University, London.

Eric Lonergan

Eric Lonergan

Eric Lonergan is Head of Multi Asset Research at M&G Investments. Eric is currently manager of the M&G Episode Defensive Fund, launched in September 2012, co-manager of the M&G Episode Macro Fund, launched in 2010, and co-manager of the M&G Episode Growth Fund. Prior to joining M&G, Eric was managing director and head of macro research at JP Morgan Cazenove. He has a BA in philosophy, politics and economics from Pembroke College, Oxford University, and an MSc in economics from the London School of Economics.

Tony Finding

Tony Finding

Tony Finding joined PPM (now M&G) in 1997 as an economist. Subsequently, he took responsibility for the generation of views on yield curve and foreign exchange trading opportunities. In 2001, Tony developed his expertise in credit and exotic fixed interest securities by spending time seconded to Prudential's US-based investment management team. Tony has been in his current role as a member of the multi-asset team since 1999. In January 2011, Tony was appointed co-manager of the M&G Episode Allocation Fund (previously known as the Episode Balanced Fund) and the M&G Dynamic Allocation Fund. He has a BSc in economics from the LSE and is also a CFA charterholder.

Juan Nevado

Juan Nevado

Juan Nevado joined PPM (now M&G) in 1988 and has been working as part of the multi-asset team led by Dave Fishwick since 1999. Prior to joining M&G, Juan worked as a bond economist at the Bank of Montreal, and before that, as an economist for the Commodities Research Unit, a private business consultancy specialising in macro/micro research on commodities markets. Juan is co-manager of both the M&G Episode Allocation Fund (previously known as the Episode Balanced Fund) and the M&G Dynamic Allocation Fund. Juan has a BSc in economics from the LSE and an MA in economics from Warwick University.

Jenny Rodgers

Jenny Rodgers

Jenny Rodgers joined PPM (now M&G) in 1994 as an analyst of European equity markets and a portfolio manager for external clients. She has been in her current role as a member of the multi-asset team since 1999. In January 2011, Jenny was appointed co-manager of the M&G Episode Growth Fund. Jenny is a CFA charterholder and has a BA honours in economics from Exeter University.

Steven Andrew

Steven Andrew

Steven Andrew joined M&G in 2005 as a member of the portfolio strategy and risk team, before moving to the multi-asset team, where he helped to formulate asset allocation strategies for M&G's multi-asset fund range. Steven is manager of the M&G Episode Income Fund, as well as manager of the M&G Income Allocation Fund launched in 2013. Before joining M&G, Steven worked at F&C Asset Management, Merrill Lynch and the Bank of England. He graduated from the University of London in 1997 with a degree in financial economics.

Craig Moran

Craig Moran

Craig Moran joined M&G in 2005 as a performance and risk analyst. He was appointed deputy fund manager of the M&G Episode Allocation Fund (previously known as the Episode Balanced Fund) and the M&G Dynamic Allocation Fund in January 2011. Previously, he was fund manager assistant to the multi-asset team for three years, and in 2010 became an investment analyst in that team. Craig has a bachelor of business from Queensland University of Technology and a masters in applied finance and investments from the Financial Services Institute of Australasia. He is a CFA charterholder.

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