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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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2018 JUN

Fund updates

Stuart Rhodes - Fund Manager

06/06/2018

M&G Global Dividend Fund 10 Year Anniversary - Interview with Stuart Rhodes

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Insights

Ritu Vohora

06/06/2018

Equities Market Perspective

In this month’s update Ritu Vohora, Investment Director, explores the impact of rising US yields and a resurgent dollar on emerging markets. Is this a déjà vu of 2013’s ‘Taper Tantrum’?

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 Investments

01/06/2018

Opening your stocks and shares ISA - a checklist

If you are thinking of joining the 2.6 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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2018 MAY

Insights

M&G Investments

23/05/2018

Active versus Passive

A70BFDB91F6249FF8132E3271EDA5FE4A key feature of the current equity bull market has been the inexorable rise of passive strategies. These have gathered significant assets under management at the expense of active managers. This note explores the cyclical nature of passive and active performance and highlights the potential for active managers to benefit from a turn in the tide, as valuation returns to prominence.

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Insights

Anne Richards

16/05/2018

Talking With Anne Richards

B733AE28AC564EE19812DFC73854DD0DAnne Richards, Chief Executive, M&G talks diversity, ESG and allotments with Richard Romer-Lee, Square Mile.

 

 

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Insights

15/05/2018

Sustainable Investing Guide

C026BB7779114001B8907291773DDF40Ben Constable Maxwell, M&G’s Director of Corporate Finance and Stewardship shares his approach to ESG in Adviser Home’s Sustainable Investing Guide for financial advisers.

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Insights

Jamie Horvat, Fund Manager, M&G Global Themes Fund

10/05/2018

AssetTV Peston Masterclass: Global Outlook

Global growth is back to rates we haven't seen since 2008, how much of that is down to Trump's stimulus? And now we're living in a world with trade war anxiety, can it continue?

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Thought leadership

Jonathan Willcocks

10/05/2018

Joffy’s Journal — the growing role of ESG in investing

The sixth in a series of videos looking at the change in investor behaviour over the years and how asset managers have responded, Global Head of Distribution, Jonathan (Joffy) Willcocks reinforces the importance of ESG principles when thinking about investments.

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Insights

Ritu Vohora

09/05/2018

Equities Market Perspective

In this month’s update Ritu Vohora, Investment Director, reflects on the Q1 earnings season. It’s been exceptional so far, at least compared to expectations. Are we at ‘peak earnings’?

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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2018 APR

Insights

Alex Araujo, Fund manager

16/04/2018

What’s the impact of rising interest rates on infrastructure?

In this 2 minute update, Alex Araujo, Fund Manager of the M&G Global Listed Infrastructure Fund, discusses the impact of rising interest rates on listed infrastructure, touching on the types of infrastructure that tends to do well in this environment and what this means for client portfolios.

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Insights

Alex Araujo, Fund Manager, M&G Global Listed Infrastructure Fund

09/04/2018

AssetTV Alternatives masterclass

With the correlation benefits of equities and bonds waning, investors are increasingly on the hunt for assets that act as a true diversifier, so this is where alternatives come in.

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Insights

Ritu Vohora

06/04/2018

Equities Market Perspective

Concerns have shifted to the potential for corporate profits to be undermined if a trade war erupts with China announcing a new round of tariffs on US products. Investment Director, Ritu Vohora explains this month how global equities retreated following trade spats and negative news flow from tech stocks in the wake of Facebook privacy concerns.

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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