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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2018 JUL

Commentary

John William Olsen, Fund Manager

11/07/2018

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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Insights

Insights

05/07/2018

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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Insights

Ben Constable-Maxwell ‒ Director of Corporate Finance & Stewardship

05/07/2018

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

03/07/2018

Investing in Russia – open goal or own goal?

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The home nation was not widely fancied in the run-up to the world’s largest football tournament, starting the competition’s opening match as its lowest-ranked team.

Much like its national side, the Sbornaya, Russia has been largely out of favour among global investors in the first half of 2018.

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Insights

Insights

03/07/2018

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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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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Insights

Insights

18/06/2018

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

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

11/06/2018

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

08/06/2018

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

M&G Investments

06/06/2018

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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2018 MAY

Insights

30/05/2018

An M&G guide to investing in listed infrastructure

Modern life hinges on the functioning of a vast network of systems and structures that enables us to live and work as we do. Building and maintaining these important assets can cost a lot, but the rewards for long-sighted investors in successful assets can be great.

This guide explains our approach to investing in listed infrastructure, and why we believe that this asset class can bring valuable benefits to long-term investors.

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Insights

M&G Investment

30/05/2018

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

30/05/2018

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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Commentary

Matthew Vaight, Fund Manager

29/05/2018

Another reason to look at South Korea

Another look at South Korea

After a historic summit between the leaders of North and South Korea in April, hopes for a permanent resolution of hostilities on the Korea peninsula are as high as they have been for years.

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Insights

16/05/2018

Investing for retirement income

B733AE28AC564EE19812DFC73854DD0DRead our guide to meeting your income goals in retirement.

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Insights

15/05/2018

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 £7.1 trillion, as of January 2018.

Given their relatively high cost, homes are often households’ most valuable asset. Understandably, property ‘nest eggs’ are central to most people’s long-term financial plans – in many cases more so than pensions and other savings or investments.

However, over-relying on any single asset, even a property, to pay for your future carries risks. Bricks and mortar might have delivered stellar capital growth recently, but house prices can go down as well as up.

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Thought leadership

Jonathan Willcocks

10/05/2018

Joffy’s Journal — the growing role of ESG in investing

The sixth in a series of videos looking at the change in investor behaviour over the years and how asset managers have responded, Global Head of Distribution, Jonathan (Joffy) Willcocks reinforces the importance of ESG principles when thinking about investments.

Watch the video

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