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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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2020 FEB

Insights

M&G Investments

13/02/2020

Share class hedging and currency risk

Currency hedged share classes seek to mitigate the effects of movements between a fund’s base currency and the currency of the hedged share class.

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Fund updates

John Weavers, Fund Manager

13/02/2020

M&G North American Dividend Fund - A diversified approach to dividend growth

The M&G North American Dividend Fund ended the year narrowly behind the S&P 500 as the outperformance in the first half was given back in the second.
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Fund updates

12/02/2020

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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Insights

M&G Investments

11/02/2020

M&G Annual Investment Forum 2020

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Insights

Jim Leaviss

10/02/2020

The case for global bonds

Watch Jim Leaviss, Head of Wholesale Fixed Income, discuss the 2020 outlook for global bonds and currencies. His analysis includes an examination of downward trends in interest rates from an historic perspective, as well as what clues these might offer for the future path of monetary policy. Among other themes, Jim assesses how a number of key factors, such as demographics, globalisation, and technology, may continue to support the investment case for global bonds.

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Fund updates

Alex Araujo

06/02/2020

Direct from the fund manager - macro views on listed infrastructure

Alex Araujo, fund manager of the M&G Global Listed Infrastructure Fund gives his latest views on listed infrastructure and the positioning of his fund.

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Insights

Ritu Vohora

06/02/2020

The race is on: US Presidential election 2020

As we look ahead to 2020, the US Presidential election is now seen as the most significant tail risk for markets. In this month’s video, Investment Director, Ritu Vohora looks at what the wide range of potential policy outcomes could mean for investors. 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

John William Olsen

04/02/2020

Why impact and profitable growth can go hand in hand

Fund manager John William Olsen explains how investors can use the M&G Positive Impact Fund to help solve major social and environmental problems whilst aiming to outperform the global equity market.

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Insights

Ben Constable-Maxwell - Head of Sustainable and Impact Investing at M&G Investments

03/02/2020

Investing in a healthier society

How companies can target sustainable returns from addressing the world’s healthcare challenges.

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Insights

Ben Constable-Maxwell, Head of Sustainable and Impact Investing

03/02/2020

Investing in the circular economy

How companies can target more sustainable growth – for the planet and their investors – by ‘closing the loop’.

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2020 JAN

Insights

Ben Constable-Maxwell, Head of Sustainable and Impact Investing at M&G Investments

27/01/2020

Investing for a more inclusive global society

In the words of Nobel Prize winning economist Amartya Sen, “poverty is the deprivation of opportunity”.

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Insights

Kirsty Clark

08/01/2020

Trading places: battle of the superpowers

Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the ‘Phase one’ US-China trade agreement and looks at how markets could react in 2020.

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

2019 DEC

Fund updates

Claudia Calich

17/12/2019

A conversation with Claudia Calich

In this video, Fund Manager Claudia Calich talks about why she got into fund management. Moreover, she explains what is her investment philosophy, shares some of her best and worst investment moments, and describes why the emerging markets debt is compelling right now. 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

Richard Woolnough

17/12/2019

A conversation with Richard Woolnough

In this video, Fund Manager Richard Woolnough shares what made him decide to become a fund manager, and what is the most important lesson that he has learnt in his career so far. Furthermore, he explains why his strategy is compelling now, how the team is a differential point against the competition, and what are, in his opinion, the characteristics of a good fund manager. 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.

Watch the video

Insights

M&G Wholesale Fund Managers

09/12/2019

2019 review and outlook for 2020

After another turbulent year for financial markets in 2019, what challenges and opportunities could 2020 bring? Some of M&G’s leading wholesale fund managers from across asset classes came together to discuss the issues.

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.

Read more

Insights

M&G Wholesale Fund Managers

09/12/2019

2019 review and outlook for 2020

After another turbulent year for financial markets in 2019, what challenges and opportunities could 2020 bring? Some of M&G’s leading wholesale fund managers from across asset classes came together to discuss the issues.

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.

Read more

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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Insights

Ben Constable-Maxwell, Head of Sustainable and Impact Investing at M&G Investments

04/12/2019

Combatting climate change through investing for impact

Whether it’s the rising number and intensity of hurricanes or floods, forest fires or droughts, it is increasingly untenable to ignore the causes and consequences of climate change.

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Insights

M&G Investments

04/12/2019

Key UK Election Themes

There is of course one theme dominating the UK general election this December, but it is by no means the only one that matters.

Leaving the heated issue of Brexit aside, there are very important policy choices facing voters that will shape the direction of the UK economy, and arguably British society, as we head into a new decade.

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Insights

Ben Constable-Maxwell, Head of Sustainable and Impact Investing at M&G Investments

03/12/2019

Sustainability themes too important to ignore

2019 has been a pivotal year in the journey towards a more sustainable future.

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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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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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