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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 JUL

Insights

Ritu Vohora

04/07/2018

Equities Market Perspective

With World Cup fever captivating the globe and the tournament providing lots of surprises, Investment Director, Ritu Vohora, looks at the importance of having a strong offence and defence strategy when thinking about sector allocation.

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 JUN

News

29/06/2018

M&G recommits to climate change statement

The 2018 Global Investor Statement to Governments on Climate Change reiterates investors’ full support for the Paris Agreement and strongly urges all governments to implement the actions that are needed to achieve the Agreement’s goals.

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Fund updates

M&G Episode Income Fund

28/06/2018

Targeting sustainable income and capital growth

After an unusually prolonged period of calm during 2017, volatility has returned to global markets this year.

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Fund updates

Alex Araujo

13/06/2018

Renewable Energy - Critical infrastructure for the future of the planet

Our current trajectory of greenhouse gas emissions looks set to cause irreparable damage to the planet, altering the nature of our existence forever. A less extreme outcome is possible, but will require the widescale adoption of renewables.As such, the market share of renewable energy sources – in particular, wind and solar – is expected to grow at an exponential rate.

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Fund updates

M&G Short Dated Corporate Bond Fund

07/06/2018

The role of duration: lessons from periods of volatility

Bond investors frequently use the experience of US bond markets in 1994 as an example of the impact that duration can have in times of sharply rising yields. In 1994, an improving economy encouraged the US Federal Reserve to increase interest rates multiple times, leading to what became known as the ‘great bond massacre’.

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Insights

Ritu Vohora

06/06/2018

Equities Market Perspective

In this month’s update Ritu Vohora, Investment Director, explores the impact of rising US yields and a resurgent dollar on emerging markets. Is this a déjà vu of 2013’s ‘Taper Tantrum’?

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

M&G North American Dividend Fund

05/06/2018

Three years of dividend growth investing in the US

When we introduced the dividend growth strategy in April 2015, we were struck by the stark valuation differential we saw between the cyclical and defensive parts of the market. From the end of the global financial crisis until 2016, defensive stocks – in particular, so-called ‘bond proxies’ – enjoyed a prolonged bull run. A low bond yield environment and investors’ willingness to pay a premium for perceived safety drove their share prices higher. In many cases, the market was willing to pay up for these stocks, regardless of their deteriorating fundamentals. On the other hand, cyclical stocks offered strong fundamentals, but were out of favour. As such, when we put together our portfolio in April 2015 we had a significantly higher weighting of cyclical stocks than we would under ‘normal’ circumstances. We have maintained the tilt throughout the three years since then, as the valuation differential has persisted.

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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

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