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Throughout modern history, profound economic change has been driven by structural long-term trends.
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.
Fund Manager – Steven Andrew
Since the early days of the Covid-19 pandemic, global companies from Royal Dutch Shell to Nissan have cancelled, cut or suspended their payouts, with analysts estimating that dividends could drop by a fifth this year. This would make 2020 the worst year for dividends since the Global Financial Crisis.
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.
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.
M&G Real Estate
In this month’s video and blog Investment Specialist, Kirsty Clark comments on the hidden costs of complex global supply chains, increasing awareness of the social and environmental costs, and growing calls for greater transparency. To read the article and view more perspectives from the Equities team, please visit our Equities Forum. You can also download our Equities market perspective note here.
Veronique Chapplow, Investment Director at M&G, and Ned Salter, Head of Equity at Fidelity International discuss ESG and responsible investing with Square Mile’s Senior Investment Consultant, Jake Moeller.
Please find below an update on the M&G Global Emerging Markets Fund from the fund manager Michael Bourke. In the update, Michael assesses how emerging market equities have fared in the coronavirus pandemic and discusses the fund’s performance and portfolio activity in the first half of 2020. He also reveals where he sees opportunities currently and why he is optimistic about the prospects for the asset class and the fund.
China’s stockmarket has outperformed in the first half of 2020, while cyclical sectors have fallen furthest amid concerns about the economic impact of coronavirus.
Please find below a review of the first half of the year for the M&G Global Listed Infrastructure Fund.
In this month’s video Kirsty Clark, Investment Specialist, comments on the growing focus on Sustainability and ESG issues in the wake of COVID-19, and how authorities, companies and investors have been responding. To read the article and view more perspectives from the Equities team, please visit our Equities Forum. You can also download our Equities market perspective note here.
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