The information in this site is intended for Investment Professionals only. 

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

Please click the appropriate button to the right to confirm whether or not you are an Investment Professional and wish to continue.

Audience

Insights and market updates

For insights, thought leadership and market commentaries straight from the fund management floor.

Search

Please enter a search term:

Advanced search


News categories

  • Fund updates
  • Insights

Asset class

  • Equities
  • Fixed income
  • Infrastructure
  • Multi-asset

2020 NOV

Fund updates

Alex Araujo, Fund Manager

20/11/2020

Twenty years of the M&G Global Themes Fund

Watch Alex Araujo, Fund Manager of the M&G Global Themes Fund, discuss the twenty year anniversary of the fund and what lessons investors can learn from that period of history.

Watch the video

Fund updates

M&G Investments

20/11/2020

M&G Climate Solutions Fund: 5 key questions

Watch fund manager, Randeep Somel, answer five key questions about the newly launched M&G Climate Solutions fund, in this short video.

Watch the video

Fund updates

Fund Manager - Alex Araujo

20/11/2020

M&G Global Listed Infrastructure - Understanding our ESG approach

The M&G Global Listed Infrastructure Fund is not explicitly labelled as an ESG fund, but environmental, social and governance (ESG) considerations are central to our investment process. As investors in long-life, immovable infrastructure assets, we endeavour to ensure asset and business sustainability by incorporating ESG factors in our fundamental analysis.
Read more

Fund updates

Steven Andrew, Fund Manager

12/11/2020

Ten years of the M&G Episode Income Fund

Watch Steven Andrew, Fund Manager of the M&G Episode Income Fund. Discuss the ten year anniversary of the fund and how it has adapted to the broad market trends it has experienced over this time.

Watch the video

Fund updates

M&G Investments

12/11/2020

M&G Public Fixed Income – our approach to ESG integration in fixed income funds

With investors increasingly demanding ESG integration into investment processes to gain a fuller understanding of the companies and sectors in which they invest, we thought it would be a good idea to discuss the approach taken by the fixed income investment team. In the piece below, we explain how ESG factors are integrated into investment decision-making across Public Fixed Income, including an introduction to some of the tools and resources they have in place to make it happen.

Read more

Fund updates

Jim Leaviss, Fund Manager of the M&G Global Macro Bond Fund

11/11/2020

Flexible tactics for fixed income investing

We believe the freedom to actively manage duration, credit risk, and currency positioning enables huge diversification across the fixed income universe.

Read more

Fund updates

Ben Constable-Maxwell, Head of Sustainable and Impact Investing

10/11/2020

Spotlight on climate action: Actively investing in the low-carbon transition.

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

Read more

Fund updates

M&G Investments

10/11/2020

M&G Global Floating Rate High Yield Bond Fund – Is now the time to capture relative-value opportunities?

The M&G Global Floating Rate High Yield Bond Fund offers investors the opportunity to invest in higher yielding bonds across a range of sectors, and with limited exposure to interest rate changes. Technical dynamics have affected the high yield FRN market, relative to the high yield fixed rate market, and we believe that the floating rate sector, and the senior-secured part of the capital structure, are preferable in light of the challenging economic backdrop.

Read more

Fund updates

Randeep Somel, fund manager

09/11/2020

The Climate Emergency and the positive role investors can play

Urgent action is needed this decade to meet global commitments on climate change. There are compelling long-term opportunities for companies that can actively accelerate the shift to a low carbon economy.

Read more

Insights

Kirsty Clark

03/11/2020

Politics, pundits and pandemics

In this month’s video and blog Investment Specialist, Kirsty Clark comments on the recent spike in market volatility driven by US political uncertainty and a rapid rise in COVID-19 cases across Europe; and highlights what to look out for as US voters head to the polls. To read the article and view more perspectives from the Equities team, please visit our Equities Forum.

Watch the video

Insights

Luke Coha, High Yield Fund Manager

02/11/2020

Healthcare under the microscope - Trump vs. Biden

Read more

2020 OCT

Fund updates

Alex Araujo - Fund manager

30/10/2020

Celebrating 3 years of the M&G Global Listed Infrastructure Fund

In this video watch Alex Araujo, Fund Manager discuss the 3 year anniversary of the M&G Global Listed Infrastructure Fund.

Watch the video

Insights

M&G Investments

29/10/2020

Why Companies Need a Purpose

In the next video of our series on impact investing, watch Partnerships Development Director, David Halfacre, speak to Ben Constable Maxwell, Head of Sustainable and Impact investing about why companies need a purpose.

They touch on the changes in investor attitudes to responsible investing, what we mean by purpose, and whether it is the path to profit

Watch the video

Insights

M&G Investments

28/10/2020

M&G Global Listed Infrastructure Fund: Three years in the pursuit of reliable long-term growth

Read more

Insights

Gregory Smith, emerging markets strategist at M&G Investments

23/10/2020

Why the US election matters for emerging markets

The global clout of the US means the direction of its economic and foreign policies under Biden or Trump will shape the outlook for emerging market assets

Read more

Insights

M&G Investments

20/10/2020

ESG at M&G - at a glance

Having begun a process of formal ESG integration in 2013, find out how M&G explicitly and systematically includes Environmental, Social and Governance factors in investment analysis and decisions.

Read more

Insights

M&G Investments

20/10/2020

Why companies need a purpose - and why it can lead to success

Read more

Insights

Richard Woolnough, fund manager, M&G Investments

19/10/2020

Is the US still the land of the ‘risk-free’?

While a chaotic 2020 election adds to short-term uncertainty for US bond investors, both candidates’ promises point to more long-term government borrowing

Read more

Insights

M&G Investments

12/10/2020

ESG engagement case study: assessing Huawei risk

The M&G Global High Yield ESG Bond Fund combines M&G’s long-running expertise in credit analysis with a rigorous assessment of environmental, social and governance (ESG) factors. Through a series of case studies, we take a closer look at how ESG factors are incorporated into our credit research process to help achieve a more comprehensive understanding of the companies in which we invest.

Read more

Insights

Maria Municchi

08/10/2020

'Four more years' or 'Build Back Better'?

Watch M&G’s Maria Municchi on how the next president will shape US energy policy and why that matters for investors.
Watch the video

Insights

Maria Municchi, Fund Manager of the M&G Sustainable Multi Asset Fund

08/10/2020

US Elections 2020: The climate holds its breath

Recent elections, including the 2016 US Presidential election have taught us the risks of being too confident, whether in taking poll data at face value, or in anticipating the subsequent reaction by market participants. How should investors think about the upcoming US election?
Watch the video

Insights

Alex Araujo, fund manager, M&G Investments

08/10/2020

Trump or Biden, infrastructure wins

For investment professionals only

Whatever the outcome of the 2020 US election, creaking infrastructure and cheap renewables should encourage long-term investment in the asset class.

Read the article

Insights

Kirsty Clark

07/10/2020

A delicate balancing act

In this month’s video and blog Investment Specialist, Kirsty Clark comments on the rising number of COVID-19 cases across Europe, and the economic toll of authorities’ responses to the pandemic. In lieu of a readily-available vaccine in 2020, the question for many is how do we strike a comfortable balance between addressing countries’ healthcare needs while also maintaining their future economic well-being. To read the article and view more perspectives from the Equities team, please visit our Equities Forum.

Watch the video

Insights

M&G Investments

06/10/2020

Modern slavery - How engagement can help tackle a global issue

The hidden nature of slavery today means it can be easily overlooked. Yet it was estimated that in 2016 there are 40 million people living in modern slavery worldwide.

Read more

Insights

Jim Leaviss

02/10/2020

Jim Leaviss: US election and bond markets

Watch M&G’s Jim Leaviss explain why US bond issuance will rise and the big risk facing dollar assets.
Watch the video

2020 SEP

Fund updates

Alex Araujo

30/09/2020

Why infrastructure will be key to a 'green' recovery

Alongside their immediate priority to protect health, governments around the world are looking to ensure that the pandemic does not do irreversible damage to the global economy. Huge fiscal stimulus packages, amounting to trillions of US dollars, have been pledged in 2020 to try and prevent a protracted recession.
Read more

Fund updates

M&G Investments

30/09/2020

Investing in the road to zero carbon

Engaging with renewable energy champions on both sides of the Atlantic.

Among the core holdings in the M&G Global Listed Infrastructure Fund are NextEra Energy and Enel, two companies at the vanguard of renewable energy deployments. The critical nature of the underlying assets epitomises the attractions of infrastructure as an asset class, while the structural growth in renewables provides a powerful long-term tailwind for companies addressing climate change.

Read more

Insights

Ben Lord, Fund Manager

29/09/2020

Credit after Covid: Spreads, liquidity and the role of central banks

Watch Ben Lord, fund manager of the M&G Corporate Bond Fund, discuss where corporate bond yields globally have gone this year and where they are today.

Watch the video

Insights

Richard Woolnough, Fund Manager

29/09/2020

Fixed Income Opportunities in a zero interest rates scenario

Watch M&G Optimal Income fund manager, Richard Woolnough, discuss duration, credit and what may happen next in the markets.

Watch the video

Insights

CIO of Fixed Income, Jim Leaviss, and Junior Fund Manager, Eva Sun-Wai

29/09/2020

New Taper Tantrum and the Outlook for Global Bonds

Watch CIO of Fixed Income, Jim Leaviss, and junior fund manager, Eva Sun-Wai, discuss the implications of COVID-19 on GDP and the resulting impact on government borrowing and interest rates.

Watch the video

Insights

Charles de Quinsonas, Fund Manager

29/09/2020

Supporting the case for Emerging Market Debt

Watch fund manager, Charles de Quinsonas, discuss the macro picture for emerging market debt in 2020, key upcoming events, valuations, as well as the positioning of the M&G Emerging Market Bond Fund.

Watch the video

Insights

M&G Investments

28/09/2020

M&G Global Listed Infrastructure Fund: listed infrastructure in a world of inflation

The global economy is showing early signs of a recovery and although the outlook remains uncertain, many investors are starting to think about a world beyond COVID-19 – where the outcome of significant fiscal stimulus is the return of inflation. How would listed infrastructure fare against a backdrop of higher bond yields and rising interest-rate expectations?

Read more

Insights

Ben Constable-MaxwellHead of Sustainable and Impact Investing

23/09/2020

A decade to deliver: the SDG reckoning

This month marks the fifth anniversary of the launch of the United Nations' Sustainable Development Goals (SDGs), a universal call to action to end poverty, protect the planet, and ensure all people enjoy peace and prosperity by 2030.

Read more

Insights

Randeep Somel, associate portfolio manager, M&G Investments

23/09/2020

Impact of Biden and Trump policies for investors

The 2020 US election could lead to major changes on tax, spending, climate change and healthcare – but maybe not trade.

Read more

Insights

M&G Investments

23/09/2020

M&G Positive Impact Fund: Taking action during the COVID-19 pandemic

COVID-19 has highlighted a range of development challenges and made clear the pressing need to step up efforts to achieve the UN Sustainable Development Goals (SDGs). The M&G Positive Impact Fund was designed with the SDGs at the heart of its strategy, so we decided to contact all the fund’s investee companies to assess the status of their impact mission and their continued alignment with the SDGs. The response was overwhelmingly positive.

Read more

Insights

John William Olsen

18/09/2020

M&G Positive Impact Fund Update

Watch John William Olsen, Fund Manager of the M&G Positive Impact Fund review how the fund has fared over the past few months and present the current opportunities for this asset class.

Watch video

Insights

M&G Investments

17/09/2020

Four global themes for long-term growth

Throughout modern history, profound economic change has been driven by structural long-term trends.

Read more

Insights

M&G Investments

17/09/2020

Investing in powerful long-term themes

The world is undergoing significant change, but it often takes dramatic events like the new coronavirus pandemic to highlight the extent to which society and the economy have evolved.

Read more

Insights

08/09/2020

ESG isn't Impact

David Halfacre, Partnership Development Director introduces a new series of video interviews conducted with the M&G Impact Team, which seeks to address the key questions investors have about responsible investing, a topic which is gaining in significance.

Watch video

Insights

Kirsty Clark

07/09/2020

Mind the Gap

In this month’s video and blog Investment Specialist, Kirsty Clark comments on the Fed’s move to ‘average inflation targeting’ and how government and central bank liquidity has been ‘bridging the economic activity and earnings gap’, fuelling market gains through the COVID crisis. To read the article and view more perspectives from the Equities team, please visit our Equities Forum.

Watch the video

Need further information?


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.