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Insights and market updates

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2018 SEP

Fund updates

Stuart Rhodes - Fund Manager

18/09/2018

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

As the M&G Global Dividend Fund reaches its 10-year anniversary, fund manager, Stuart Rhodes discusses what he set out to achieve at the funds launch, what have been his biggest challenges over this period and where he sees the risks and opportunities in the future.

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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Fund updates

Jim Leaviss & Wolfgang Bauer

14/09/2018

M&G Absolute Return Bond Fund - Investment review

After a decade of ultra-loose monetary policy, fixed income investors face two major challenges.

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Insights

Ritu Vohora

06/09/2018

Gold – has it lost its lustre?

Video: Ritu Vohora's Equities Perspectives September 2018

Gold posted its fifth straight monthly drop and has fallen almost 8% YTD despite escalating trade tensions and geopolitical risks. In this month’s update, Ritu Vohora, Investment Director looks at why the precious metal seems to have lost its lustre and safe haven status.

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 AUG

Insights

20/08/2018

R+ Property Case Study

In this short video Co-fund manager Justin Upton showcases one of the assets held within the M&G Property Portfolio, the R+ building in Reading. The asset, which was acquired in 2014 has been completely re-developed and is regarded as a best-in-class asset. Justin discusses the benefits of investing outside of London, the intention behind the investment and the success of the project for both the investor and the fund.

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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Insights

Ritu Vohora

03/08/2018

Equities Market Perspective

Earnings disappointments from the likes of Facebook has sparked concerns whether the stupendous growth of tech stocks can continue. After a decade wins, are the FAANGs losing their bite? In this month’s update, Ritu Vohora, Investment Director looks at whether this could be a return for Value.

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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Thought leadership

Jonathan Willcocks

01/08/2018

Joffy’s Journal – Episode 7 – Why Dividends matter

The seventh 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 looks at the power of compounding and dividend growth; an income generator craved by many investors.

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2018 JUL

Insights

M&G Investments

30/07/2018

5 Reasons why ESG isn't going away

Environmental, Social and Governance (ESG) factors have emerged as a dominant framework for assessing the long-term sustainability of an organisation.

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Fund updates

Richard Woolnough

27/07/2018

M&G Optimal Income Fund

Richard Woolnough

The first half of 2018 has proven challenging for many areas in the global bond market. In this note, we take a detailed look at how the fund navigated the turbulence.

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Fund updates

M&G Global Macro Bond Fund

26/07/2018

Navigating an eventful first half

US monetary tightening came into sharp focus in the first half of the year.
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Insights

Juan Nevado

05/07/2018

How can we respond to irrational market behaviour?

Emotions can get the better of anyone. In financial markets, it happens all the time.

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Insights

Ritu Vohora

04/07/2018

Equities Market Perspective

With World Cup fever captivating the globe and the tournament providing lots of surprises, Investment Director, Ritu Vohora, looks at the importance of having a strong offence and defence strategy when thinking about sector allocation.

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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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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