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2019 JAN

Fund updates

16/01/2019

REMINDER: Planned fund suspensions

As part of our plans to ensure we protect the interests of our clients and minimise disruption after the UK leaves the EU in March 2019, we are splitting a number of our funds. Assets held in these funds by non-UK investors will be merged into equivalent Luxembourg-domiciled funds. Over the next three months, as each merger takes place, it will be operationally necessary to suspend the fund temporarily while the assets are moved.

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Insights

Ritu Vohora

09/01/2019

FTSE 100 celebrates 35 years – a bargain opportunity?

In this month’s video, Investment Director, Ritu Vohora looks at the evolution of the FTSE 100 over the past 35 years and whether UK equities are a buying opportunity.

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

Watch the video

Insights

Fiona Rowley and Justin Upton, co-fund managers of the M&G Property Portfolio

07/01/2019

Why retail still makes sense for property investors

It’s no secret that UK retailers have struggled in 2018. The pressures faced by those at the sharp end of competition from online shopping and changing tastes, often combined with their own challenges, have been well documented.

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Insights

Asset TV

04/01/2019

Asset TV: Year in Review Masterclass

Trump's trade war, Brexit uncertainty, volatility returning to markets and when will the bull run end? These are some of the questions that investors have been asking themselves over the last 12 months. But coming into 2019 are we going to see more of the same? Watch M&G's Steven Andrew as he joins a panel to discuss how best to approach 2019.

Watch the video

2018 DEC

Insights

Fiona Rowley and Justin Upton

21/12/2018

Why retail has a valuable role to play in a balanced commercial portfolio

It’s no secret that UK retailers have struggled in 2018. Despite negative news, retail assets remain an important part of a balanced commercial property portfolio, offering diversification as well as a higher yield than the broader market.

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Insights

20/12/2018

Navigating a changing investment environment

The M&G Multi Asset team focuses on delivering sustainable investment outcomes in a continually changing environment.

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Fund updates

John William Olsen and Ben Constable Maxwell

18/12/2018

Introducing the M&G Positive Impact Fund

In this short video, Fund Manager, John William Olsen and Head of Sustainable and Impact Investing, Ben Constable-Maxwell introduce the M&G Positive Impact Fund.

Watch the video

Insights

Eric Lonergan

18/12/2018

M&G Episode Growth Fund - Fund Manager Q&A

Eric Lonergan, co-manager of the M&G Episode Growth Fund, speaks with M&G Multi Asset research analyst Stuart Canning about the market environment in 2018.
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Fund updates

12/12/2018

Mind the gap: the chronic shortfall in the world's infrastructure spending

As the backbone of the global economy, infrastructure plays a crucial role in development, and ultimately prosperity. Yet not enough is being invested in the assets that provide society’s essential services.

Download our brochure to find out more about the infrastructure gap and where the opportunities for growth are.

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Market summaries

Jim Leaviss, Stuart Rhodes, Tristan Hanson

11/12/2018

M&G Outlook 2019: Risks and opportunities

Watch M&G fund managers Jim Leaviss, Stuart Rhodes and Tristan Hanson discuss where they see challenges and opportunities, as they reflect on what has been a testing 2018. 

Watch the video

Insights

Stuart Rhodes, Alex Araujo

10/12/2018

The Rhodes Show

Video image - Stuart Rhodes and Alex Araujo

Watch M&G fund managers Stuart Rhodes and Alex Araujo discuss big questions facing income investors in the context of rising interest rates and market volatility.

Watch the video

Insights

Ritu Vohora

07/12/2018

Nowhere to hide – a testing year for investors

In this month’s video, Investment Director, Ritu Vohora reflects on the return of volatility in 2018 and what it means for equities as we look ahead to the new year.

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

Watch the video

Fund updates

Alex Araujo

03/12/2018

Renewable Energy - Critical infrastructure for the future of the planet

Our current trajectory of greenhouse gas emissions looks set to cause irreparable damage to the planet, altering the nature of our existence forever. A less extreme outcome is possible, but will require the widescale adoption of renewables. As such, the market share of renewable energy sources – in particular, wind and solar – is expected to grow at an exponential rate.

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2018 NOV

Insights

Asset TV

28/11/2018

Asset TV Absolute Return Masterclass

Markets have been volatile of late so is now the time for absolute return? And if you think it is, what type of portfolio should you buy? Over the last 3 years the gap between the best and worst performing absolute return fund is over 30%.

Watch the video

Insights

Tristan Hanson

22/11/2018

Fund Update - M&G Global Target Return Fund

In this short update, Tristan Hanson, fund manager of the M&G Global Target Return Fund, discusses the aim of the Fund, as well the recent market environment and his outlook going forward into 2019.

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

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John William Olsen, Ben Constable-Maxwell

22/11/2018

Your investments and their impact aims

The fund seeks to deliver competitive financial returns by investing in quality, sustainable companies that aim to address the world’s major social and environmental challenges.

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Fund updates

Alex Araujo M&G Global Listed Infrastructure Fund

21/11/2018

Downside protection without forgoing upside

The defensive qualities of listed infrastructure came to the fore in October’s market downturn, but the asset class has not always been seen in a favourable light during 2018. In January and February, bond proxies and, by association, many infrastructure stocks were sold off indiscriminately as investors became increasingly concerned about the pace of rising interest rates.

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Insights

M&G Investments

21/11/2018

Investing for the future

Building a sustainable future for our planet is the single most important issue facing us today. At M&G, we invest over the long term to generate sustainable returns for our customers. One of the ways we are doing this is by investing in clean and renewable energy companies across Europe.

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Thought leadership

Jonathon Willcocks

06/11/2018

Joffy's Journal - Investment themes you can't ignore

In the eighth 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 revisits previous episodes and looks at some of the themes that will still be relevant to you and your clients in 2019.

Watch the video

Insights

Ritu Vohora

06/11/2018

Red October - Halloween spooks markets

In this month’s video, Investment Director, Ritu Vohora looks at October’s frightful market sell-off and the return of bearish sentiment. Is this a healthy shake-out or the start of a more prolonged downturn?

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

Watch the video

Fund updates

Alex Araujo - Fund manager

02/11/2018

M&G Global Listed Infrastructure Fund update

One year on from launch, Alex Araujo, Fund Manager of the M&G Global Listed Infrastructure Fund, explores the highs and lows of listed infrastructure over the past year and how the Fund has performed against this backdrop. He gives his outlook for the asset class, discussing valuations as well as some key long-term themes.
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Fund updates

Alex Araujo

01/11/2018

ESG in practice - the first year in Review

The M&G Global Listed Infrastructure Fund is not explicitly labelled as an ESG fund, but ESG is central to our investment process. As investors in long-life, immovable infrastructure assets, we endeavour to ensure asset and business sustainability by incorporating ESG factors in our fundamental analysis. In the following note, we re-cap on our ESG approach and reflect on our first year of ESG investing.

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

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Fund updates

Alex Araujo

01/11/2018

Reviewing our first year - M&G Global Listed Infrastructure Fund

The M&G Global Listed Infrastructure Fund, launched last year to give investors access to the compelling investment characteristics of long-life infrastructure assets, turned one-year old on October 5. Find out more about the fund has performed over this period, as well as fund manager, Alex Araujo's outlook going forward.

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

Read more

Fund updates

Alex Araujo

01/11/2018

The chronic shortfall in the world's infrastructure spending

As the backbone of the global economy, infrastructure plays a crucial role in development, and ultimately prosperity. Yet not enough is being invested in the assets that provide society’s essential services.

Read more

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