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
  • Market summaries
  • Thought leadership

Asset class

  • Bonds
  • Equities
  • Fixed income
  • Infrastructure
  • Multi-asset
  • Property

2020 APR

Insights

Ritu Vohora

06/04/2020

Capitalism meets Coronavirus

Despite the clearly tragic short-term impacts of the coronavirus, could the outbreak be an unintended agent of change? In this month’s video, Investment Director, Ritu Vohora looks at the potential silver lining amidst the fear and the value of ESG to long-term investors, providing an important and alternative perspective on major issues affecting markets and economies today.

Watch the video

Market summaries

Juan Nevado

03/04/2020

Macro Outlook

Watch fund manager, Juan Nevado, discuss how he analyses the current macroeconomic environment, the factors that have been driving financial markets and his outlook for the next 12 months.

Watch the video

Fund updates

Maria Municchi, Fund Manager

02/04/2020

A multi-asset approach seeking returns and a better future

Find out how the M&G Sustainable Multi Asset Fund is positioned and how it has performed in the first 12 months since it launched in February 2019.

Read more

2020 MAR

Insights

M&G Investments

27/03/2020

M&G Sustainable Multi-Asset Fund: Does Covid-19 affect how we address sustainability?

The M&G Sustainable Multi Asset Fund applies M&G’s highly-regarded multi asset investment process while also considering environmental, social and governance (ESG) factors, achieved through disciplined and thoughtful security selection. The fund also maintains a dedicated positive impact component
Read more

Insights

M&G Investments

25/03/2020

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.

Read more

Insights

Richard Woolnough, Fund Manager

19/03/2020

Why this time is different: A ‘stay at home’ t-shaped recession

Whenever there is the threat or the reality of recession, it usually follows a typical pattern. It is engendered by tight financial conditions, a real economy or market bubble bursting, a dramatic rise in the price of oil, or a combination of the above.

Read more

Insights

Ritu Vohora

05/03/2020

Sustainability – a silver lining amidst the fear?

Despite the clearly tragic short-term impacts of the coronavirus, could the outbreak be an unintended agent of change? In this month’s video, Investment Director, Ritu Vohora looks at the potential silver lining amidst the fear and the value of ESG to long-term investors, providing an important and alternative perspective on major issues affecting markets and economies today.

Watch the video

Fund updates

James Tomlins & Stefan Isaacs

02/03/2020

M&G Global High Yield ESG Bond Fund

The M&G Global High Yield ESG Bond Fund combines M&G’s long-running expertise in high yield investing with a rigorous assessment of environmental, social and governance (ESG) factors. The fund draws on the well-established investment process followed by the M&G Global High Yield Bond Fund, complemented by an extensive ESG screening process.

Read more

2020 FEB

Fund updates

Michael Bourke

21/02/2020

Fundamentals support case for emerging markets in 2020

As we start a new year, it is customary to think about what might lie ahead. For emerging market (EM) investors, the big question arguably is whether EM equities can outperform their developed market (DM) counterparts.

Read more

Ben Constable-Maxwell, Head of Sustainable and Impact Investing at M&G Investments

20/02/2020

Investing for equality of opportunities

More than two centuries ago, US founding father Benjamin Franklin famously said that “an investment in knowledge pays the best interest”. This may sound like a glib soundbite today, but has merit for investors wishing to contribute to global society in the 21st century.

Read more

Insights

M&G Investments

13/02/2020

Share class hedging and currency risk

Currency hedged share classes seek to mitigate the effects of movements between a fund’s base currency and the currency of the hedged share class.

Read more

Fund updates

12/02/2020

Accentuating the positive

Editor of Hub News, Cherry Reynard, interviews Fund Manager John William Olsen on the launch of the new M&G Positive Impact Fund. This interview first appeared in Hub News Issue 40.

Read more

Insights

M&G Investments

11/02/2020

M&G Annual Investment Forum 2020

Watch the video

Insights

Jim Leaviss

10/02/2020

The case for global bonds

Watch Jim Leaviss, Head of Wholesale Fixed Income, discuss the 2020 outlook for global bonds and currencies. His analysis includes an examination of downward trends in interest rates from an historic perspective, as well as what clues these might offer for the future path of monetary policy. Among other themes, Jim assesses how a number of key factors, such as demographics, globalisation, and technology, may continue to support the investment case for global bonds.

Watch the video

Fund updates

Alex Araujo

06/02/2020

Direct from the fund manager - macro views on listed infrastructure

Alex Araujo, fund manager of the M&G Global Listed Infrastructure Fund gives his latest views on listed infrastructure and the positioning of his fund.

Read the article

Insights

Ritu Vohora

06/02/2020

The race is on: US Presidential election 2020

As we look ahead to 2020, the US Presidential election is now seen as the most significant tail risk for markets. In this month’s video, Investment Director, Ritu Vohora looks at what the wide range of potential policy outcomes could mean for investors. 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

Fund updates

John William Olsen

04/02/2020

Why impact and profitable growth can go hand in hand

Fund manager John William Olsen explains how investors can use the M&G Positive Impact Fund to help solve major social and environmental problems whilst aiming to outperform the global equity market.

Find out more

Insights

Ben Constable-Maxwell, Head of Sustainable and Impact Investing

03/02/2020

Investing in the circular economy

How companies can target more sustainable growth – for the planet and their investors – by ‘closing the loop’.

Read more

Insights

Ben Constable-Maxwell - Head of Sustainable and Impact Investing at M&G Investments

03/02/2020

Investing in a healthier society

How companies can target sustainable returns from addressing the world’s healthcare challenges.

Read more

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.