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Insights and market updates

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2019 MAR

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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2019 FEB

28/02/2019

M&G North American Value Fund: North American Equities - Winds of change?

2018 was another disappointing year for value investors in the US. As hopes of a potential recovery in the value style once again failed to materialise, investors increasingly started to question whether value investing still works.

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Fund updates

Claudia Calich

25/02/2019

M&G Emerging Markets Bond Fund - Finding value in EM bonds after challenging year

Higher US interest rates and international trade tensions weighed on sentiment towards emerging market bonds in 2018.

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Fund updates

Stuart Rhodes

25/02/2019

M&G Global Dividend Fund - Annual investment review 2018

The fund lagged the MSCI ACWI Index as sector allocation held back returns, although the shortfall in the return was exaggerated by market timing differences.

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Maria Municchi

13/02/2019

The Journey of Sustainable Investing A multi-asset approach seeking returns and a better future

Maria Municchi, fund manager of the M&G Sustainable Multi Asset Fund discusses the development of sustainable investing over time and how M&G combines it with its longstanding multi-asset approach in our new investment strategy.

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Fund updates

Maria Municchi

11/02/2019

Introducing the M&G Sustainable Multi Asset Fund

In this short video, Maria Municchi, Fund Manager, introduces the M&G Sustainable Multi Asset Fund, which launched on 14 February 2019. She will discuss the objectives of the fund as well as outline the multi-asset approach to sustainable investing.

The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.

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Insights

AssetTV

11/02/2019

Asset TV ESG Masterclass

Interest in ESG investing is growing at pace. So what trends will shape it in the coming year? Watch M&G Investment Specialist, Veronique Chapplow, on Asset TV’s ESG masterclass panel.

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.

Watch the video

M&G Investments

11/02/2019

M&G Absolute Return Bond Fund Fund manager Q&A

Due to higher market volatility, investors are increasingly focusing on protecting their capital and seeking a smoother path to earning returns above cash savings.

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Tony Finding

07/02/2019

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

2018 was a challenging year for multi-asset investors, with some analysis suggesting that 90% of asset types delivered negative returns over the calendar year. Moreover, those hoping that a multi-asset approach would automatically provide diversification in short phases of stockmarket weakness were also disappointed. In February and October, it was the growing expectation of rising interest rates that prompted volatility, meaning that fixed income did not play its traditional diversifying role. In this note, Tony Finding, lead manager of the M&G Episode Allocation Fund, considers the main developments in the past year, discusses how his fund responded, and where it leaves us for the period ahead.

Read the full article

Insights

Ritu Vohora

07/02/2019

US Fed climbs down from rate hikes

In this month’s video, Investment Director, Ritu Vohora looks at the Fed’s dramatic shift to a more dovish stance, with an emphasis on patience. The Fed's pause was welcomed by investors in January and is positive for risk assets. But risks remain and we are likely to see continued volatility in the coming months.

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

06/02/2019

Accentuating the positive

Editor of Hub News, Cherry Reynard, interviews Fund Manager John William Olsen on the launch of the new M&G Positive Impact Fund. This interview first appeared in Hub News Issue 40.

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Fund updates

04/02/2019

An introduction to the M&G Global Listed Infrastructure Fund

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2019 JAN

Fund updates

Richard Woolnough

30/01/2019

M&G Optimal Income Fund - A review of 2018 and outlook for 2019

Volatility proved to be the predominant theme in 2018, and many financial assets lost ground.

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Fund updates

30/01/2019

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. As each merger has taken place, it has been operationally necessary to suspend the fund temporarily while the assets are moved.

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Fund updates

Léonard Vinville

26/01/2019

M&G Global Convertibles Fund - Investment Review

Against a background of rising volatility in global markets, global convertibles performed decently in 2018. We must, however, acknowledge that the performance of the M&G Global Convertibles Fund has been disappointing as the portfolio has battled against a series of headwinds. In this note we discuss some of the challenges faced and the action that has been taken to address them.

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Insights

Claudia Calich

25/01/2019

M&G Emerging Markets Bond Fund update

In this short video, fund manager Claudia Calich looks back at key drivers for emerging market debt in 2018 and examines what did and did not work for the Fund, before moving on to discuss key themes on the horizon for 2019.

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18/01/2019

Investing for Impact - A guide to positive impact through listed equities

Listed equity impact investment has the purpose of investing in companies aiming to achieve measurable positive societal impact through addressing the world's major social and environmental challenges, while at the same time producing a financial return.
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Fund updates

Jim Leaviss

18/01/2019

The Global Macro Bond Fund Update

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Fund updates

M&G Global Listed Infrastructure Fund

17/01/2019

Downside protection while capturing upside

In a year characterised by increased volatility and changes in market leadership, financial markets struggled to generate positive returns.

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Insights

Richard Woolnough

16/01/2019

M&G Optimal Income Fund update

In this short video Richard Woolnough, Fund Manager for the M&G Optimal Income Fund, will discuss how the market performed in the second half of 2018, as well as his outlook going into the new year and the importance of diversification within his portfolio.

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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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.

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The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
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