Investment Insights

Our range of fund articles and market insights are designed to help you navigate the wider financial landscape with confidence. Keep informed with our Q&As and videos from the fund management floor or read more about the investment topics that matter to you with our commentaries from across the industry.

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.

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2017 APR

Insights

M&G Investments

21/04/2017

Investing monthly for your future

Discipline is all important when it comes to saving effectively for your future.

Directing an affordable amount each month straight to your Individual Savings Account, or ISA, is one way to help make sure that you’re setting aside money sustainably for your future.

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Insights

12/04/2017

Lost property: investing beyond buy-to-let

Talking money may be taboo in polite company, but not talking about property. The British captivation with bricks and mortar transcends status and wealth.

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Insights

M&G Investments

06/04/2017

An M&G guide to tax and investing

The UK tax man casts a wide net and income from personal investments, in terms of savings and employment income, are firmly within his reach.

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Insights

Insights

06/04/2017

Compounding opportunities

The humble Individual Savings Account or ISA may be home to roughly £500 billion of personal savings in the UK, but it has been overshadowed of late. Major reforms have transformed pensions, making them much less restrictive, and new personal tax-free allowances were rolled out this April for dividend and savings income.

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Insights

Insights

06/04/2017

Saving for futures: Junior ISAs

Young adults in the UK have arguably never faced such daunting financial challenges

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2017 MAR

Insights

Fiona Rowley, Fund Manager, M&G Property Portfolio

29/03/2017

Article 50 and UK commercial property

Transactions in the UK commercial property market might be down on last year, but the fundamentals look sound as the Brexit process gets under way.

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Insights

Steven Andrew, fund manager in M&G’s Multi Asset team

29/03/2017

Article 50: What can we know?

Leaving the European Union (EU) could be the most significant change to the UK economy in a generation. Then again, the impact might be so small, we may not even notice.

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Insights

Jim Leaviss, Head of Retail Fixed Interest at M&G

29/03/2017

Article 50: What does it mean for bond markets?

UK Prime Minister Theresa May has today set the UK on course to withdraw from the European Union (EU). With an absence of surprises in her letter triggering Article 50, bond and currency markets were little changed.

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Insights

M&G Investments

10/03/2017

Taking a pounding: how inflation can erode the value of £1

With 12 sides and a wealth of security features, the Royal Mint claims the UK’s new £1 coin is the “most secure in the world” against counterfeiting.

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Insights

09/03/2017

Why M&G believes in active investing

At M&G, we passionately believe in the power of active investing.

You might have read about the so-called “active versus passive” debate in the financial pages. In our view, this is something of a false dichotomy – both types of investment strategy can play a role in a well-balanced portfolio.

First things first, here’s the distinction: 

Active investors will follow their own convictions and make investment decisions on a case-by-case basis in pursuit of specific investment goals. 

Passive investors, in contrast, look to mirror the performance of a particular market benchmark, like the FTSE 100 Index of UK-listed companies. 

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Fund updates

M&G Global Floating Rate High Yield Fund

09/03/2017

A defensive approach to high yield investing

Launched in September 2014, the M&G Global Floating Rate High Yield Fund aims to deliver income and capital growth by investing primarily in high yield floating rate notes (FRNs) – bonds paying a variable coupon that is regularly adjusted in line with changes in interest rates.

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Insights

M&G Investments

08/03/2017

Spring Budget 2017: what stands out for UK investors?

The British Chancellor of the Exchequer, Philip Hammond, has delivered his first (and final) Spring Budget, painting a picture of a resilient UK economy but refraining from announcing any major tax or spending policies.

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Insights

Insights

02/03/2017

Active vs passive investing

For many investors, funds can offer a cost-effective way to diversify your investments as they bring a range of individual assets together in one single product.

Funds come in many shapes and sizes, and try to achieve different things using their different approaches. There is a fundamental distinction to make between two of the overarching approaches to managing a fund – active and passive investing.

It’s important to understand the differences between these investment philosophies which, to an extent, can be seen as polar opposites. In this article, we outline the key points of differentiation, as well as some of the pros and cons of each.

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2017 FEB

Insights

27/02/2017

What the Bank of England can – and can’t – do after the Brexit vote

The Bank of England halved interest rates to an all-time low of 0.25% on 4 August 2016, in an effort to support the UK economy after June’s landmark vote to leave the European Union (EU).

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Insights

Tom Dobell, Fund Manager

27/02/2017

M&G Recovery Fund update

Recovery fund update

Tom Dobell, manager of the M&G Recovery Fund, provides an update on the fund’s performance and positioning.

Watch the video

Insights

M&G Multi Asset Team

23/02/2017

Myths about investment risk

It is not surprising that many investors are cautious about taking on ‘risk’ with their money. However, what if the biggest risk is misunderstanding risk itself? An overly cautious approach may make it difficult to achieve your financial goals. In this article, the M&G Multi Asset team aims to dispel some of the myths about risk that may be preventing you from taking advantage of investment opportunities that could be right for you.

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Insights

Tom Dobell, Fund Manager

10/02/2017

M&G Recovery Fund – A strategy in recovery

From the financial crisis in 2008-2009 until 2016, the M&G Recovery Fund faced severe headwinds as risk aversion took hold among many investors.

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Insights

09/02/2017

Opening your stocks and shares ISA - a checklist

If you are thinking of joining the 2.5 million savers who invest tax-efficiently into stocks and shares ISAs, or individual saving accounts, there’s so much choice it might be difficult to know where to start.

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Insights

M&G Investments

01/02/2017

Can one fund ever be enough?

When it comes to investing, managing risk is all-important. It can be prudent to spread your money over a range of different assets, so that all of your eggs aren’t in one basket.

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