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2019 OCT

Fund updates

Alex Araujo

17/10/2019

Introduction to the M&G Global Themes Fund

In this short video, Fund Manager Alex Araujo explains his approach to thematic investing and elaborates on the four core themes which drive his long-term strategy: demographics, environment, infrastructure and innovation.

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.

Watch the video

Fund updates

Ben Constable-Maxwell, Head of Sustainable and Impact Investing

10/10/2019

Investing to solve environmental challenges

Find out how your clients can target sustainable returns and positive impact for the planet.

Read more

Insights

Kirsty Clark

07/10/2019

Central banks turn on the taps

Central banks globally have turned on the taps, keeping a lid on interest rates and bond yields. In this month’s video, Investment Specialist, Kirsty Clark discusses the recent round of QE from central banks as dark clouds loom over the global economy.

Watch the video

Insights

M&G Investments

02/10/2019

Now is the time for impact

The world is facing a rising tide of societal challenges, from the potential chaos associated with the breakdown of our climate, to ludicrous levels of waste and pollution, to vast and growing social inequality. Governments around the world lack the resources needed to deal with these challenges on their own, and hence responsibility is increasingly falling to the private sector, and investors, to help do something about them.

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Insights

M&G Investments

02/10/2019

Active investing is ready to make a comeback?

A key feature of the longest equity bull market in history has been the inexorable rise of passive strategies. These have gathered significant assets under management at the expense of active managers.

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Insights

M&G Investments

02/10/2019

Bond markets are different: The benefit of an active approach in today's low-yield world

While passive investments have grown in size and prominence in recent years, we believe there are good reasons why investors should choose active management when investing in fixed income today.

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Fund updates

Richard Woolnough

01/10/2019

M&G Optimal Income Fund: Outlook & Positioning

To date, it has been another interesting year for financial markets. We have had pockets of trade tension-related volatility, mixed into a background of generally uneven macroeconomic news. Towards the end of 2018 and the start of this year, many investors believed the global economy was in a state of near-recession.

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2019 SEP

Fund updates

Alex Araujo

30/09/2019

An introduction to the M&G Global Listed Infrastructure Fund

In this short video, Fund Manager Alex Araujo explains his modern approach to listed infrastructure, which includes investment in the physical assets that enable our increasingly digital world. His investment strategy focuses on companies with potential for long-term growth, while capturing the defensive characteristics of the asset class.

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Fund updates

Alex Araujo

30/09/2019

Fund Update: M&G Global Listed Infrastructure Fund

In this short video, Fund Manager Alex Araujo explains how the defensive qualities of listed infrastructure have benefited investors in 2019 and why now is an excellent time to invest in this exciting asset class.

Watch the video

Insights

Alex Araujo

26/09/2019

Infrastructure stands tall in tumultuous year

Heightened uncertainty has been the hallmark of the year so far, with the US-China trade war flaring up periodically and, in Europe, the Brexit process taking increasingly unexpected turns. Fears about the impact of a trade war on the global economy led to a surge in demand for government bonds, a situation further fuelled by pockets of weak macro data from Europe and the US.

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Insights

Eric Lonergan

17/09/2019

Asset TV Peston Masterclass: Global Outlook

It’s been over a decade since our last recession, so are we due another? Watch fund manager Eric Lonergan and a panel of experts with host Robert Peston, discuss their thoughts on the global outlook.

Watch now

Insights

Ritu Vohora

05/09/2019

Falling yields – has gold got its shine back?

Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this month’s video, Investment Director, Ritu Vohora looks at the driving forces behind investors’ renewed interest in the yellow metal.

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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Insights

Maria Municchi & Jim Henning

03/09/2019

What is sustainable investing?

Watch Maria Municchi, fund manager of the M&G Sustainable Multi Asset Fund and Jim Henning, Dynamic Planner’s Head of Investment Services, discuss sustainable investing. The first in a three-part video series.

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.

Click here to watch the next video in this series.

Watch the video

Insights

Maria Municchi & Jim Henning

03/09/2019

A multi-asset approach to sustainable investing

The second video in a three-part series on sustainable investing. Watch fund manager, Maria Municchi, and Jim Henning, Dynamic Planner’s Head of Investment Services, discuss the mechanics of applying responsible investment considerations to a multi-asset portfolio.

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.

Click here to watch the next video in this series.

Watch the video

Insights

Maria Municchi & Jim Henning

03/09/2019

The M&G Sustainable Multi Asset Fund

The final video in a three-part series on sustainable investing – watch fund manager Maria Municchi and Jim Henning of Dynamic Planner, discuss the M&G Sustainable Multi Asset Fund.

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.

To find out more about the sustainable investing, click here.

Watch the video

2019 AUG

Insights

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

20/08/2019

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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Fund updates

Richard Woolnough

20/08/2019

Fund Update: M&G Optimal Income Fund

In this short video, fund manager Richard Woolnough explains why he doesn’t share the market’s nervousness about prospects for the global economy, and how this view is reflected in the fund’s positioning. After a positive first half of the year for risk assets, Richard discusses where he believes the best relative value now lies.

Find out more about the M&G Optimal Income Fund.

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.

Watch the video

Insights

06/08/2019

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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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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