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 JAN

Insights

John Lothian - Deputy Fund Manager, Equities

16/01/2019

Japan: No longer the sleeping giant

Japan is arguably the investment world’s most overlooked developed market. It is the world’s third-largest economy after the United States and China, and accounts for over 8% by value of the benchmark MSCI World Index of developed markets’ largest listed companies.

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Fund updates

16/01/2019

REMINDER: Planned fund suspensions

As part of our plans to ensure we protect the interests of our clients and minimise disruption after the UK leaves the EU in March 2019, we are splitting a number of our funds. Assets held in these funds by non-UK investors will be merged into equivalent Luxembourg-domiciled funds. Over the next three months, as each merger takes place, it will be operationally necessary to suspend the fund temporarily while the assets are moved.

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Insights

M&G Investments

15/01/2019

Is inflation a threat to your wealth?

Money is only ever really worth what you can buy with it.

Over time, rising prices erode the value of cash. Compare, if you will, how far £10 could stretch when you were younger to what it will buy today. It’s not just the price of goods that has risen over the past decades, but also assets like property.

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Insights

Ben Constable-Maxwell and John William Olsen

11/01/2019

Investing for impact: profit with purpose

How can we aim to achieve a positive social and environmental impact with our long-term investments?

Would you like to pursue more than financial returns from investing? You can count yourself among a growing band of investors if so.

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Insights

M&G Investments

07/01/2019

Investing in the next generation

It’s natural to want to give younger members of your family a leg up financially. We all know how expensive life can be, especially at certain times – whether that’s buying a family home or studying.

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Insights

Fiona Rowley and Justin Upton, co-fund managers of the M&G Property Portfolio

07/01/2019

Why retail still makes sense for property investors

It’s no secret that UK retailers have struggled in 2018. The pressures faced by those at the sharp end of competition from online shopping and changing tastes, often combined with their own challenges, have been well documented.

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Insights

Insights

04/01/2019

An M&G guide to income investing

Generating a strong and reliable income from your savings and investments is never exactly easy, but it is particularly challenging in the current era of ultra-low interest rates.

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Insights

Rory Alexander, deputy fund manager

04/01/2019

‘Cheap quality’ – How Brexit has created long-term opportunities

The dreaded ‘B’ word has cast a blanket of negativity over investors’ outlook for the UK stockmarket.

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Insights

M&G Investments

03/01/2019

Three investment strategies to help navigate uncertainties

When markets are choppy, there are days when being an investor can feel uncomfortable. Tolerating fluctuations in prices is part and parcel of long-term investing, but too much volatility might be unpalatable if your investment horizon is nearer.

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Insights

M&G Investments

03/01/2019

Opening your stocks and shares ISA - a checklist

If you are thinking of joining the 2.8 million savers who invest tax-efficiently into stocks and shares ISAs, or individual saving accounts, there’s so much choice it might be difficult to know where to start.

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Insights

M&G Investments

02/01/2019

Brexit and Sterling

The Treasury is planning to mint a commemorative 50p coin in the Spring, to mark the UK's departure from the European Union.

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2018 DEC

Insights

Insights

18/12/2018

Active vs passive investing

Funds come in many shapes and sizes, and try to achieve different things using their different approaches. There is a fundamental distinction to make between two of the overarching approaches to managing a fund – active and passive investing.

It’s important to understand the differences between these investment philosophies which, to an extent, can be seen as polar opposites. In this article, we outline the key points of differentiation, as well as some of the pros and cons of each.

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Commentary

John William Olsen, Fund Manager

14/12/2018

Creating wealth sustainably for the long term

John William Olsen

Sustainable investing can naturally mean different things to different people. From my perspective, as an investor in company shares, it boils down to the long-term durability of businesses.

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Market summaries

Jim Leaviss, Stuart Rhodes, Tristan Hanson

11/12/2018

M&G Outlook 2019: Risks and Opportunities

Watch M&G fund managers Jim Leaviss, Stuart Rhodes and Tristan Hanson discuss where they see challenges and opportunities, as they reflect on what has been a testing 2018. 

Watch the video

Insights

M&G Investments

06/12/2018

Are you investing enough for your future?

The combination of time and discipline could allow you to take a long-term approach to pursuing your financial goals

Whether you are thinking of retirement or have an eye on buying a home, building your savings pot – while also paying the day-to-day costs of living – can seem daunting.

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Insights

Ben Constable-Maxwell ‒ Director of Corporate Finance & Stewardship

06/12/2018

Three myths about responsible investing

The top priority for most long-term investors is to grow their capital for the future. This is the responsibility we, as asset managers, take on as stewards of our clients’ investments.

Our ambitions can be even broader, however. We can aim to not only invest profitably over the years, but to do so in a way that minimises costs to the planet and to society. Responsible investing recognises that we can succeed in both these goals.

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Insights

M&G Investments

04/12/2018

Long-term investing: letting time do its work

At M&G, we are strong advocates of long-term investing. Unless your investment horizon is only short term, we believe taking a longer-term approach – ignoring the day-to-day ups and downs of the markets – can better help you achieve your financial goals. Here are six steps to help time work in your favour when investing for your future.

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2018 NOV

Insights

Laura Frost - Investment Director, Equities

21/11/2018

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

M&G Investments

21/11/2018

Investing for the future

Building a sustainable future for our planet is the single most important issue facing us today. At M&G, we invest over the long term to generate sustainable returns for our customers. One of the ways we are doing this is by investing in clean and renewable energy companies across Europe.

Watch the video

Insights

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

20/11/2018

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

Insights

15/11/2018

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

Insights

08/11/2018

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

08/11/2018

Meeting your income goals in retirement

739C91A7484746A4851C2CC5632A4A82This guide is designed to help you understand what options are available in retirement and how you can generate the income you need for the future.

 

 

Read our guide

Insights

07/11/2018

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

06/11/2018

'Red October': Keeping the market downturn in perspective

Market slumps can take the wind out of investors’ sails, but it is important not to panic and maintain a long-term perspective when investing for your future.

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Insights

M&G Investment

06/11/2018

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

01/11/2018

Making sense of ESG

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

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