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2020 JUN

Insights

Alex Araujo, Fund Manager

29/06/2020

Looking beyond lockdown: Opportunities and challenges for infrastructure investors

Infrastructure holds an important place in the fabric of modern society, serving as the backbone of the world economy through good times and bad.

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Insights

M&G Investments

16/06/2020

Is there value in the US stockmarket?

The US stockmarket is home to many of the largest and most successful companies in the world. The most valuable among these are the technology giants.

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Insights

Ben Constable-Maxwell

12/06/2020

Investing in solutions for the planet

Harnessing the power of innovation can deliver positive outcomes for investors and the environment.

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Insights

James Tomlins, Fund Manager

10/06/2020

Why ESG matters more than ever in high yield debt

The global market sell-off in early 2020 left few assets unscathed. Corporate bonds offering higher prospective returns but towards the riskier end of the investment spectrum – also known as high yield bonds – were no exception. Investors sought safer assets like cash, as the coronavirus started to shut down the global economy.

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2020 MAY

Insights

Maria Municchi and Randeep Somel, Fund Managers

29/05/2020

Could the crisis help accelerate 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

27/05/2020

An M&G guide to tax and investing

The UK tax man casts a wide net and income from personal investments, in terms of savings and employment income, are firmly within his reach.

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Insights

M&G Investments

15/05/2020

Are we going to see the return of inflation?

The coronavirus pandemic has had a dramatic effect on the global economy. Around the world economic activity has dried up. Fewer consumers are buying and fewer companies are investing.

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Insights

M&G Investments

11/05/2020

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

The COVID-19 pandemic continues its spread around the globe, devastating lives and impacting livelihoods, communities and businesses in an unprecedented and still-unfolding situation. It has stretched health systems to breaking point, and destabilised economies and financial markets at an extraordinary rate. This research analyses the extent of links between population growth, resource scarcity, unsustainable production and consumption models, climate change and the emergence of communicable diseases, and looks at how this informs our investment thesis at M&G.

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2020 APR

Insights

Richard Woolnough and Stefan Isaacs, Fund Managers

17/04/2020

Fund manager Q&A with Richard Woolnough and Stefan Isaacs

The coronavirus pandemic has swept through markets, with most global assets becoming casualties of the collapse in investor sentiment. March 2020 saw one of the most aggressive sell-offs across markets in history. It also saw unprecedented levels of economic stimulus from governments and central banks acting in unison around the world.

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Insights

M&G Investments

15/04/2020

Where do dividend cuts leave income-hungry investors?

The coronavirus pandemic is claiming more and more corporate victims. At a time when economies have ground to a halt, companies are doing what they can to survive.

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Insights

Alex Araujo, Fund Manager

08/04/2020

Why infrastructure is too critical to overlook

In what has been the worst quarter for global stockmarkets since 1987, very few corners of the market have found shelter from the sell-off.

Even the infrastructure sector, so often resilient during downturns, has not been immune to concerns about the damage that the coronavirus pandemic will do to the global economy and to companies.

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Insights

Claudia Calich, Fund Manager

07/04/2020

Coronavirus crash: Risks and opportunities in emerging markets

We are living through exceptional times. While the implications of the coronavirus pandemic for the global economy remain unclear, investors have fled en masse from assets seen to carry greater risk.

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Insights

James Tomlins, Fund Manager

07/04/2020

Coronavirus crash: Why the sell-off in high yield bonds has been overdone

The global market sell-off that we have witnessed in March 2020 has been vicious. High yield bonds have been no exception, as many investors have looked to turn riskier assets into cash amid the coronavirus pandemic.

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Insights

Juan Nevado, Fund Manager

06/04/2020

Coronavirus crash: Navigating a perfect market storm

It has been a frightening time recently for investors. As well as concerns about the coronavirus pandemic itself, global stockmarkets have fallen dramatically as the virus has spread around the world.

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Insights

Stuart Rhodes, Fund Manager

01/04/2020

Targeting dividends immune to the Coronavirus

The coronavirus-induced global downturn of early 2020 has brought a relatively favourable decade for dividend investors to an abrupt end.
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Insights

M&G Investments

01/04/2020

Why impact investing is not charity — and five other myths

Investing for impact is not only truly exciting, it also has terrific potential to address some of the world’s greatest challenges. It would therefore be a terrific shame if its growth was held back by common misconceptions.
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