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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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2019 MAY

Thought leadership

Maria Municchi

20/05/2019

M&G Sustainable Multi Asset Fund - Government bonds in sustainable investing

How is investment in government bonds compatible with an ESG approach?

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Insights

Stefan Isaacs

17/05/2019

Asset TV Global Outlook Masterclass

Watch a panel of experts, including M&G fund manager Stefan Isaacs, led by ITV political editor Robert Peston discuss the global economy.

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Insights

Ben Lord

16/05/2019

Asset TV Peston Masterclass: UK Outlook

Watch fund manager Ben Lord and a panel of experts discuss Brexit and whether the UK will leave the EU, as well as other factors driving the UK economy. 

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Insights

Kirsty Clark

07/05/2019

Fiscal easing: could the Eurozone surprise to the upside in 2019?

In this month’s video, Investment Specialist, Kirsty Clark looks at the prospects for the euro area in 2019, as the region embarks on its most accommodative fiscal policy of the last decade.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective noteEquities market perspective note.

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Fund updates

M&G Investments

02/05/2019

M&G Global Listed Infrastructure Fund - Top 10 holdings

The M&G Global Listed Infrastructure Fund invests beyond the traditional sphere of 'economic' infrastructure (utilities, energy, transport), diversifying into the 'social' (health, education, civic) and 'evolving' (communication, transactional, royalty) categories of the asset class.

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Fund updates

M&G Investments

02/05/2019

Democratising sustainable investing

Sustainability has become a key item on the agenda of governments, institutions, corporates and private investors, large and small. Accordingly, those investors now increasingly want to commit their money to funds that aim to achieve attractive financial returns, at the same time as generating good financial outcome and avoiding harmful effects on society and the environment. In light of that, sustainable investing has developed significantly in recent years, building on decades-old ethical-investing principles, which were typically exclusions-based and often rooted in underlying beliefs.

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Fund updates

The M&G Positive Impact Fund

02/05/2019

What to look for when you are investing for impact

Ben Constable Maxwell, Head of Sustainable and Impact Investing and Craig Hart from King & Shaxson, an ethical discretionary fund manager, discuss the M&G Positive Impact Fund, the rise of impact investing and the various factors to take into account when investing for impact.

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2019 APR

Fund updates

Jim Leaviss

09/04/2019

M&G Global Macro Bond Fund, Q2 update

Watch Jim Leaviss, fund manager of the M&G Global Macro Bond Fund, give his views on what has driven the change of tack in risk assets since Q1, what dollar strength means for other G10 currencies, the outlook for corporate bonds and emerging markets, as well as his medium term outlook for the strategy.

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Insights

Ritu Vohora

08/04/2019

Share buybacks: the good, the bad or the ugly?

In this month’s video, Investment Director, Ritu Vohora looks at the recent ‘buyback wave’ fuelled by corporate tax cuts. Do share buybacks only benefit company executives or do they also create long-term value for shareholders?

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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Fund updates

AssetTV

02/04/2019

Asset TV Emerging Market Equities Masterclass

Watch fund manager Michael Bourke discuss the risks and returns of investing in emerging markets on this Asset TV masterclass panel.

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2019 MAR

Fund updates

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

26/03/2019

Evolving infrastructure: Out of sight, not out of mind

When we think of infrastructure, large physical assets typically spring to mind. This is because the likes of airports, roads and power stations have physical footprints that shape the environment around us and our perceptions of it.

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Insights

Ritu Vohora

06/03/2019

Earnings season – ‘some welcome surprises?’

In this month’s video, Investment Director, Ritu Vohora offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprising positively, particularly in the US. The economic backdrop remains supportive but earnings growth looks set to moderate in 2019, so selectivity will be important.

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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Fund updates

M&G Investments

05/03/2019

M&G Sustainable Multi Asset Fund: ESG Impact Process

The M&G Sustainable Multi Asset Fund employs a sustainable investment approach that looks to generate long-term returns. The returns are expected to consist of a combination of income and capital growth through flexible asset allocation, guided by a robust valuation framework, while investing in assets issued by companies or governments that uphold high standards of ESG behaviour. In addition, the fund aims to maintain a core holding of assets that are considered to have a positive societal impact through addressing the world’s major social and environmental challenges.

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