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2018 JUL

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.

Watch the video

2018 JUN

News

29/06/2018

M&G recommits to climate change statement

The 2018 Global Investor Statement to Governments on Climate Change reiterates investors’ full support for the Paris Agreement and strongly urges all governments to implement the actions that are needed to achieve the Agreement’s goals.

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Fund updates

M&G Episode Income Fund

28/06/2018

Targeting sustainable income and capital growth

After an unusually prolonged period of calm during 2017, volatility has returned to global markets this year.

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Fund updates

Alex Araujo

13/06/2018

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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Fund updates

M&G Short Dated Corporate Bond Fund

07/06/2018

The role of duration: lessons from periods of volatility

Bond investors frequently use the experience of US bond markets in 1994 as an example of the impact that duration can have in times of sharply rising yields. In 1994, an improving economy encouraged the US Federal Reserve to increase interest rates multiple times, leading to what became known as the ‘great bond massacre’.

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Fund updates

Stuart Rhodes - Fund Manager

06/06/2018

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. 

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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.

Watch the video

Fund updates

M&G North American Dividend Fund

05/06/2018

Three years of dividend growth investing in the US

When we introduced the dividend growth strategy in April 2015, we were struck by the stark valuation differential we saw between the cyclical and defensive parts of the market. From the end of the global financial crisis until 2016, defensive stocks – in particular, so-called ‘bond proxies’ – enjoyed a prolonged bull run. A low bond yield environment and investors’ willingness to pay a premium for perceived safety drove their share prices higher. In many cases, the market was willing to pay up for these stocks, regardless of their deteriorating fundamentals. On the other hand, cyclical stocks offered strong fundamentals, but were out of favour. As such, when we put together our portfolio in April 2015 we had a significantly higher weighting of cyclical stocks than we would under ‘normal’ circumstances. We have maintained the tilt throughout the three years since then, as the valuation differential has persisted.

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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

A 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.

Watch the video

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