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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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2019 AUG


Jim Leaviss, Head of Retail Fixed Interest, M&G


Why it's brave to bet against Bunds

During my 25 years in bond markets, there’s always been one potentially lethal trade for bond investors.

The “widow-maker” baton has changed hands through the years, but in each case investors have made very costly bets against bond prices continuing to rise. Today, it is German government bonds that pose this threat.

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Looking across the pond for dividend growth

Interview with John Weavers, Fund Manager of the M&G North American Dividend Fund
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Ritu Vohora


Currency wars: tweetstorm in a cup?

The Fed delivered its much anticipated interest rate cut at the end of July. In this month’s video, Investment Director, Ritu Vohora looks at the implications for the US dollar. Could the US Treasury resort to direct FX intervention, if Fed cuts alone do not suppress dollar strength?

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 JUL


M&G investments


Is now the time to capture emerging market debt opportunity?

Emerging market debt (EMD) is gaining increasing recognition as a fixed income asset class, helped by its growth potential and diversification benefits. In addition, in macroeconomic terms, the emerging market expansion story continues to strengthen. While developed market growth is low, emerging economies contribute an increasingly large proportion of world GDP growth.
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Ritu Vohora


Bonds vs Equities: who's right?

Ritu Vohora's Equities Perspectives July 2019

While bonds appear to be signalling an economic slowdown, equities are suggesting growth will continue. In this month’s video, Investment Director, Ritu Vohora looks at the conundrum facing investors, with mixed messages emanating from bond and stock markets.

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2019 JUN


M&G investments


M&G (Lux) Investment Funds 1 Prospectus Update

We are making changes to a number of sub-funds of M&G (Lux) Investment Funds 1.

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John William Olsen, Fund Manager


Making a difference (and a return)

The world is facing a rising tide of societal challenges, from the potential chaos associated with the breakdown of our climate, to unsustainable levels of waste and pollution, to vast and growing social inequality. Find out more about how investors are playing an increasingly pivotal role in directing capital to where it is most needed.

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Navigating a changing investment environment

The M&G Multi Asset team focuses on delivering sustainable investment outcomes in a continually changing environment.

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Tristan Hanson


Asset TV Absolute Return Masterclass

Absolute Return Funds have received a lot of criticism of late, with many falling short of their objectives. M&G’s Tristan Hanson joins a panel of experts to discuss why this might be changing.

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