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2020 MAY

Insights

Maria Municchi and Randeep Somel, Fund Managers

29/05/2020

Could the crisis catalyse solutions to global challenges?

The measures taken to slow the coronavirus pandemic have effectively shut down swathes of the global economy, prompting the sharpest downturn in generations.

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Insights

M&G Investments

22/05/2020

Actively managed and uncorrelated focus amid risk aversion

The coronavirus pandemic has dominated sentiment in global financial markets in the year-to-date, as its economic implications prompted a significant repricing of risk assets. In response, governments and central banks in developed and emerging countries confirmed big economic stimulus packages. As well as fiscal measures , these moves included interest rate cuts and renewed bond-buying activity, which helped to provide some support to the performance of global fixed income markets.

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Fund updates

Alex Araujo, Fund Manager, M&G Global Listed Infrastructure Fund

20/05/2020

Evolving infrastructure: Out of sight, not out of mind

When we think of infrastructure, large physical assets typically spring to mind. This is because the likes of airports, roads and power stations have physical footprints that shape the environment around us and our perceptions of it.

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Insights

M&G Investments

20/05/2020

Talking at home with Jim Leaviss

Talking new issues and vinyl at home with Jim Leaviss, CIO of M&G Public Fixed Income and Richard Romer-Lee, Managing Director, Square Mile

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M&G Investments

14/05/2020

Asset TV ESG Masterclass

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Insights

M&G Investments

13/05/2020

The Covid-19 crisis and active management opportunities

While passive investments have grown in size and prominence in recent years, we believe there are several crucial advantages for investors in choosing active management when investing in fixed income during the current climate.

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Insights

Ritu Vohora

06/05/2020

Oil slides into uncharted waters

In this month’s video Ritu Vohora, Investment Director, looks at oil’s tumultuous ride in the wake of the COVID-19 pandemic, which has prompted the most profound impact on energy demand in 70 years alongside oversupplied markets. This unprecedented situation will shape the energy sector for years to come, with consequences for the wider industry and its transition to clean energy.

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2020 APR

Insights

M&G Investments

30/04/2020

Pandemic: The inextricable link between human, animal and ecosystem health and the emergence of communicable disease

The impact of COVID-19 has been significant in virtually every aspect of human life. A consequence of this is the way it is changing how we assess, value and engage with the companies in which we invest.

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Insights

09/04/2020

Covid-19 impact: Consumer and mortgage finance - it's not 2008 all over again

The initial market reaction that “it’s 2008 all over again” does not stand up to scrutiny, in our view. The world today is very different to that in 2008. Although a severe economic crisis is a common thread running through both of these crises, we believe that the aftermath of the Covid-19 pandemic will play out quite differently. While the past decade was the decade of the corporation, we believe the coming one will be the decade of the consumer.
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Insights

09/04/2020

Covid-19 and European high yield: a case of "darkest before dawn"?

The European high yield market experienced a dramatic sell-off in early March, dropping 20% YTD by the middle of the month, but recovering somewhat since as buyers have returned to the market. At the same time, an influx of ‘fallen angels’ downgraded from investment grade by the ratings agencies in the wider economic fallout, has impacted the market.
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Fund updates

M&G Investments

09/04/2020

M&G Positive Impact Fund - Impactful companies’ response to Covid-19

The social and human costs of the Covid-19 pandemic have made it obvious that more resources must be deployed in many areas targeted by the Sustainable Development Goals as a matter of urgency. This is where we believe impact investing can make a difference, supporting companies who have at their core the intention to make a positive impact on society and the environment. Specifically in relation to the Covid-19 pandemic, a number of the M&G Positive Impact Fund’s companies are ramping up efforts to offer solutions, either leveraging their expertise or, in some cases, developing brand new products.

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Insights

Eric Lonergan

08/04/2020

The monetary and fiscal reaction to Covid-19

Watch M&G fund manager, Eric Lonergan and a panel of experts, discuss how governments and central banks have reacted to combat the economic effects of Covid-19, in this Asset TV masterclass.

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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.

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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
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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.

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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.

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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.

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