Investment Insights

Our range of fund articles and market insights are designed to help you navigate the wider financial landscape with confidence. Keep informed with our Q&As and videos from the fund management floor or read more about the investment topics that matter to you with our commentaries from across the industry.

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.

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2019 MAY

Insights

Ben Constable-Maxwell, Head of Sustainable and Impact Investing

13/05/2019

Investing in the circular economy

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

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Fund updates

M&G Investments

09/05/2019

Shareholders vote in favour of changes to the M&G Episode Macro Fund investment objective and policy

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Insights

Stuart Canning - Research Analyst

07/05/2019

When will markets return to being more ‘normal’?

In 2018, investors lost money on almost all major asset classes. Yet in the first three months of 2019, almost all delivered positive returns.

This degree of correlation is unusual, but it should not be surprising.

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2019 APR

Insights

John William Olsen - Fund Manager

17/04/2019

Ignore ESG factors at your peril

Humans are prone to focus on the short term by nature. Fighting our tendencies and taking a longer view can be especially important when it comes to putting money to work for our futures.

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Insights

M&G Investments

12/04/2019

Targeting more than financial returns: Introducing M&G’s new funds

Would you like to pursue more than financial returns from investing? If so, there are approaches that aim to deliver shared returns for society and the environment, while pursuing financial returns for your future.

Read more

Insights

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

09/04/2019

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.

Read the full article

Insights

M&G Investments

09/04/2019

Making sense of ESG

A guide to Environmental, Social and Governance factors in long-term investment.

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Insights

M&G Investments

06/04/2019

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

Insights

06/04/2019

Compounding opportunities

The humble Individual Savings Account or ISA may be home to roughly £600 billion of personal savings in the UK, but it has been overshadowed of late. Major reforms have transformed pensions, making them much less restrictive, and personal tax-free allowances have been introduced for dividend and savings income.

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Insights

06/04/2019

Three reasons to move your child's savings to a Junior ISA

Laying the foundations for a child’s future financial independence does not happen overnight. Building a nest egg to help them pay for university or buy their first home takes years of effective saving.

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Insights

M&G Investments

06/04/2019

Unleashing the piggy bank’s potential

Going for growth through investments could give a child a head-start.

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Insights

M&G Investment

06/04/2019

Will your pension be enough?

If you’ve been carefully squirreling away money for your future, it’s understandable to expect a fair reward for your prudence. Complicating things, however, is a cocktail of factors that makes generating the income you desire, or need, in retirement all the more difficult.

At the heart of today’s challenge is rising longevity.

Read the full article

Insights

M&G Investments

06/04/2019

Reasons to start the new tax year on the front foot

The two best years for the UK stockmarket over the past quarter of a century may come as a surprise.

Read the full article

2019 MAR

Insights

Wolfgang Bauer - Fund Manager, Equities

20/03/2019

Green Bunds: A cure for Europe’s economic malaise?

Compared to 18 months ago, when the prevailing narrative was still revolving around global synchronised growth, the economic outlook for Europe has darkened significantly.

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Insights

M&G Investments

20/03/2019

Three steps to overcoming investment anxiety

Horrid phrase it may be, but it is no less true that uncertainty is often the only certainty. When it comes to investing for our futures, the constant of uncertainty can be unnerving. After all, who wants their hard-earned savings to plunge in value?

Read the full article

Insights

19/03/2019

Investing in retirement: Is there room for growth?

As you were building up your investment pot over the decades, in all likelihood you pursued growth above all else, looking to maximising the value of your savings.

Your priority in retirement may well be to generate an income from your investments, rather than to pursue further capital growth. After all, turning on the taps for an extra income stream could help you realise your ambitions.

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Insights

M&G Investments

19/03/2019

Investing for the future

At M&G, we invest over the long-term to target sustainable returns for our customers. Watch M&G fund manager Alex Araujo exploring the fastest growing form of renewable power generation from a boat in the Irish Sea.

Watch the video

Insights

Insights

18/03/2019

Five reasons to open a stocks and shares ISA

Are you one of the 70% of ISA savers who only stick with cash?

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Insights

Insights

18/03/2019

Why M&G believes in active investing

A M&G, we passionately believe in the power of active investing.

You might have read about the so-called “active versus passive” debate in the financial pages. In our view, this is something of a false dichotomy – both types of investment strategy can play a role in a well-balanced portfolio.

Read the full article

Insights

Laura Frost - Investment Director, Equities

18/03/2019

Why the turning of US bond yields matters

The market for 30-year US government debt has often been described as a "giant anaconda": It draws little attention as it sleeps most of the time, but when it wakes up, everybody around it shakes in fear.

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Insights

15/03/2019

Safe as houses?
The dangers of relying on your home as a nest egg

It’s not hard to see why investing in the UK property market might seem so attractive.

Over the past two decades, average house prices have almost quadrupled. This capital growth has made UK homes an enormous store of wealth, with an estimated total value of £7.3 trillion, as of January 2019.

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Insights

M&G Investments

14/03/2019

Investing in bonds: 3 reasons not to go with the flow

The cheapest way to invest in the global bond market may not always be the most cheerful.

The attraction of so-called passive funds is typically their lower costs. They try to mirror the composition of a given market – bonds issued by governments, for instance – offering you, the investor, a way to get exposure to all of it.

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Insights

M&G Investments

11/03/2019

Can one fund ever be enough?

When it comes to investing, managing risk is all-important. It can be prudent to spread your money over a range of different assets, so that all of your eggs aren’t in one basket.

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Insights

Stuart Rhodes - Fund Manager

05/03/2019

Why dividends matter

“Do you know the only thing that gives me pleasure? It’s to see my dividends coming in,” said the US industrialist John D. Rockefeller. The principle of owning stocks with consistent dividends made Rockefeller incredibly wealthy more than a century ago. The investment strategy that made him the world’s first billionaire is just as relevant today as it was in the nineteenth century.

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