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Insights and market updates

Keep up to date with M&G’s latest views on topical issues with our thought leadership articles, market summaries and fund commentaries.

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2018 MAY

Insights

Ritu Vohora

09/05/2018

Equities Market Perspective

In this month’s update Ritu Vohora, Investment Director, reflects on the Q1 earnings season. It’s been exceptional so far, at least compared to expectations. Are we at ‘peak earnings’?

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

2018 APR

Insights

Ritu Vohora

06/04/2018

Equities Market Perspective

Concerns have shifted to the potential for corporate profits to be undermined if a trade war erupts with China announcing a new round of tariffs on US products. Investment Director, Ritu Vohora explains this month how global equities retreated following trade spats and negative news flow from tech stocks in the wake of Facebook privacy concerns.

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

2018 MAR

Fund updates

M&G Managed Growth Fund

22/03/2018

Adjustments to fund positioning during new manager tenure

The M&G Managed Growth Fund has been run by Dave Fishwick, head of M&G’s Macro & Multi Asset Investing, since September 2015. During this time, he has brought the fund in line with his team’s top-down approach to investment. Here, we highlight the main changes Dave has made and the fund’s current positioning.

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Insights

Ritu Vohora

05/03/2018

Equities Market Perspective

February highlighted the difficulty and potential costs of trying to time the market, the worst week since 2016 was followed by the best week since 2015. Those who kept calm and stayed invested were rewarded. Investment Director, Ritu Vohoru explains why selectivity in the equity markets remains key.

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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