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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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  • Fund updates
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  • Equities
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2019 DEC

Insights

Ritu Vohora

06/12/2019

2020 outlook – hidden in plain sight

Equity markets have remained relatively resilient year to date, despite investors facing multiple headwinds. In this month’s video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also looks ahead at what could influence markets in 2020.

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M&G Investments

02/12/2019

Changes to LIBOR and other IBORs

LIBOR, the London Interbank Offered Rate, is being retired. It, and most other Interbank Offered Rates (IBORs), are making way for more reliable replacements. Others are being reformed.

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Insights

M&G Fixed Interest Team

02/12/2019

Bond Vigilantes Forum 2019

Against a backdrop of international trade tensions, slower economic growth and the prospect of renewed central bank stimulus, our M&G Fund Managers address where the best relative value is in today’s global debt markets.

In these short videos hear our fund managers’ latest key positioning themes across the government and corporate credit asset classes, as well as the hard and local currency emerging bond markets.

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2019 NOV

Fund updates

M&G Investments

12/11/2019

Sustainable multi-asset investing

Watch this short video to find out how we apply our multi-asset investment process to sustainable investing.

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Insights

Kirsty Clark

07/11/2019

Earnings are in: how have companies been faring?

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have been the biggest winners and losers?

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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2019 OCT

Fund updates

Jim Leaviss, Fund Manager

28/10/2019

Outlook for global bonds

Jim Leaviss, Fund Manager of the M&G Global Macro Bond Fund, recently presented at M&G's Meet the Managers event in September. He discussed themes which continue to influence global bond investor sentiment, including monetary policy in the and Europe, the ongoing US/China trade dispute, and slower economic growth. Also in focus are political factors, including the rise of international populism, as well as elections in key emerging markets.

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Insights

M&G Investments

21/10/2019

Introducing M&G plc

This October marked another important milestone in our company’s journey. As you may have heard, M&G has demerged from Prudential plc and we are listed on the FTSE 100 Index as a new independent company, M&G plc. 

While this is an exciting moment for us, our commitment to helping people improve their financial futures remains as strong as ever.

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Fund updates

Alex Araujo

17/10/2019

Introduction to the M&G Global Themes Fund

In this short video, Fund Manager Alex Araujo explains his approach to thematic investing and elaborates on the four core themes which drive his long-term strategy: demographics, environment, infrastructure and innovation.

Please note, 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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Fund updates

Ben Constable-Maxwell, Head of Sustainable and Impact Investing

10/10/2019

Investing to solve environmental challenges

Find out how your clients can target sustainable returns and positive impact for the planet.

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Insights

Kirsty Clark

07/10/2019

Central banks turn on the taps

Central banks globally have turned on the taps, keeping a lid on interest rates and bond yields. In this month’s video, Investment Specialist, Kirsty Clark discusses the recent round of QE from central banks as dark clouds loom over the global economy.

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Insights

M&G Investments

02/10/2019

Now is the time for impact

The world is facing a rising tide of societal challenges, from the potential chaos associated with the breakdown of our climate, to ludicrous levels of waste and pollution, to vast and growing social inequality. Governments around the world lack the resources needed to deal with these challenges on their own, and hence responsibility is increasingly falling to the private sector, and investors, to help do something about them.

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Insights

M&G Investments

02/10/2019

Active investing is ready to make a comeback?

A key feature of the longest equity bull market in history has been the inexorable rise of passive strategies. These have gathered significant assets under management at the expense of active managers.

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Insights

M&G Investments

02/10/2019

Bond markets are different: The benefit of an active approach in today's low-yield world

While passive investments have grown in size and prominence in recent years, we believe there are good reasons why investors should choose active management when investing in fixed income today.

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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.
This website is for Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals.