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2018 NOV

Fund updates

15/11/2018

REMINDER: Planned fund suspensions

As part of our plans to ensure we protect the interests of our clients and minimise disruption after the UK leaves the EU in March 2019, we are splitting 21 of our funds. Assets held in these funds by non-UK investors will be merged into equivalent Luxembourg-domiciled funds. Over the next four months, as each merger takes place, it will be operationally necessary to suspend the fund temporarily while the assets are moved.

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Fund updates

Ben Lord

13/11/2018

Mitigating political uncertainty

For investors concerned about rising inflation, we believe the M&G UK Inflation Linked Corporate Bond Fund offers a distinctive solution, as it combines inflation-linked protection with the attractive yields that can be found on high-quality corporate bonds.

 

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Thought leadership

Jonathon Willcocks

06/11/2018

Joffy's Journal - Investment themes you can't ignore

In the eighth 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 revisits previous episodes and looks at some of the themes that will still be relevant to you and your clients in 2019.

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Insights

Ritu Vohora

06/11/2018

Red October - Halloween spooks markets

In this month’s video, Investment Director, Ritu Vohora looks at October’s frightful market sell-off and the return of bearish sentiment. Is this a healthy shake-out or the start of a more prolonged downturn?

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

Alex Araujo - Fund manager

02/11/2018

M&G Global Listed Infrastructure Fund update

One year on from launch, Alex Araujo, Fund Manager of the M&G Global Listed Infrastructure Fund, explores the highs and lows of listed infrastructure over the past year and how the Fund has performed against this backdrop. He gives his outlook for the asset class, discussing valuations as well as some key long-term themes.
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Fund updates

Alex Araujo

01/11/2018

ESG in practice - the first year in Review

The M&G Global Listed Infrastructure Fund is not explicitly labelled as an ESG fund, but ESG is 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. In the following note, we re-cap on our ESG approach and reflect on our first year of ESG investing.

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested.

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Fund updates

Alex Araujo

01/11/2018

Reviewing our first year - M&G Global Listed Infrastructure Fund

The M&G Global Listed Infrastructure Fund, launched last year to give investors access to the compelling investment characteristics of long-life infrastructure assets, turned one-year old on October 5. Find out more about the fund has performed over this period, as well as fund manager, Alex Araujo's outlook going forward.

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested.

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Fund updates

Alex Araujo

01/11/2018

The chronic shortfall in the world's infrastructure spending

As the backbone of the global economy, infrastructure plays a crucial role in development, and ultimately prosperity. Yet not enough is being invested in the assets that provide society's essential services.

In the developed world, spending on care, maintenance and the expansion required for the adequacy of our existing infrastructure has fallen woefully short of the mark, leaving our critical assets creaking and bursting at the seams. With government finances under pressure and limited expertise in the public sector, the private sector will play a significant role in the restoration and upgrade of critical infrastructure.

Alex Araujo reviews this shortfall in infrastructure spending, as well as the opportunities for the M&G Global Listed Infrastructure Fund in this asset class.

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested.

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2018 OCT

Insights

M&G Investments

24/10/2018

An end to 'set and forget' for cautious investors

As central banks look to end a decade of ultra-loose monetary policy, many investors are reassessing how to preserve their capital. Government bonds from developed markets, such as the UK, US and Europe, imply low or negative real returns over the medium term. The direction of travel for monetary policy means they may also no longer consistently provide protection from stockmarket volatility, as demonstrated in 2018. Cautious investors therefore appear unlikely to be able to rely on ‘set-and-forget’ strategies to achieve their investment goals.

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Insights

M&G Investments

19/10/2018

Nowhere to hide from volatility?

2018 has been a volatile year across regions and asset classes. While US stockmarkets have enjoyed extended rallies, sharp corrections in February and October showed investors’ faith is still fragile. Other regional stockmarkets have suffered more frequent bouts of volatility. Meanwhile, traditional ‘safe-haven’ government bonds from developed markets have failed to consistently provide investors with the protection they might normally expect. US Treasuries have felt the impact of US interest rate rises, and yields on government bonds from Germany, Japan and the UK have limited room to reduce further. 

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Insights

Asset TV

04/10/2018

Asset TV Global Outlook Masterclass

10 years on from the big crash, the global economy has been getting back to the growth rates that we didn't see before. There are signs of a slow down and crisis in emerging markets such as Turkey and Argentina, and with Brexit still looming, how do we leave the EU without doing damage to the economy?

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Insights

Ritu Vohora

04/10/2018

Mind the gap: US vs ROW

In this month’s video, Investment Director, Ritu Vohora looks at the sharp divergence in equity markets. Are we at an inflection point?

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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2018 SEP

Fund updates

Claudia Calich, Fund Manager

26/09/2018

M&G Emerging Markets Bond Fund - Face behind the Fund

In this short video discover more about the face behind the M&G Emerging Markets Bond Fund. Claudia Calich, Fund Manager, discusses her career and experience, as well as reviewing the first half of 2018, the fund's current positioning and sharing her market outlook for the coming months.

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Fund updates

Stuart Rhodes - Fund Manager

18/09/2018

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.

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.

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Insights

Ritu Vohora

06/09/2018

Gold – has it lost its lustre?

Video: Ritu Vohora's Equities Perspectives September 2018

Gold posted its fifth straight monthly drop and has fallen almost 8% YTD despite escalating trade tensions and geopolitical risks. In this month’s update, Ritu Vohora, Investment Director looks at why the precious metal seems to have lost its lustre and safe haven status.

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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The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested. 
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