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Insights and market news

For insights, thought leadership and market commentaries straight from the fund management floor. Some of the views expressed on this page are from third parties and should not be taken as M&G's views.

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

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News categories

  • Fund updates
  • Insights
  • Thought leadership

Asset class

  • Equities
  • Fixed interest
  • Multi-asset

2018 FEB

Insights

Ritu Vohora

07/02/2018

Equities Market Perspective

Stocks sold-off in the last few trading days of January on concerns of rising bond yields. In this month’s update, Investment Director, Ritu Vohora explains how tax cuts could create winners and losers in the corporate sector at a time of an improving economy and very high business and consumer sentiment.

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

Insights

M&G Global Listed Infrastructure Fund

02/02/2018

Royalties as infrastructure

As their name suggests, the origins of royalties trace back to sums or ‘royal rights’ paid to a sovereign for the use and/or exploitation of crown lands – whether for farming, grazing, or mineral extraction.

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Fund updates

02/02/2018

M&G Global Select Fund - 50 year anniversary note

If you were around in England on 19 December 1967 you faced a difficult choice: pay £15 to catch the Jimi Hendrix and Pink Floyd gig in Coventry, or invest in the new M&G Global Select Fund (or the M&G Magnum Fund as it was known then).

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2018 JAN

Fund updates

M&G Multi Asset team

30/01/2018

Scaling back equity exposure

The M&G Multi Asset team thinks that equities are still attractive relative to most other asset classes, but we also feel that the recent rapid upward price move could be ‘episodic’, thus making it vulnerable to a change in direction. In order to reduce risk and to give scope to exploit potential opportunities, we scaled back some equity positions but maintain material exposure to the asset class.

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Fund updates

M&G Retail Fixed Interest

30/01/2018

Bond markets are different: the benefits of an active approach in today’s low-return world

While passive investments have grown in size and prominence in recent years, we believe there are good reasons why investors should choose active management when investing in fixed income today; we discuss the main ones below.

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Fund updates

Stuart Rhodes

29/01/2018

M&G Global Dividend Fund – Review of 2017

Against a buoyant equity market in 2017, the fund experienced a positive year on the whole. Top performers and underperformers were more stock-specific in 2017 and not clustered around factor exposures. Methanex was the leading positive contributor as it benefited from a favourable backdrop for methanol, while Pandora was the biggest detractor as the market continued to be sceptical about its growth prospects.

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Fund updates

Tristan Hanson

26/01/2018

M&G (Lux) Global Target Return Fund - Investment Review 2017

The M&G Global Target Return Fund launched in December 2016 and, since inception, it has looked to provide steady, positive returns to investors in an evolving investment environment. Fund Manager Tristan Hanson provides an insight into his key investment decisions and the market environment in 2017, a year that saw global economic growth and investor sentiment gradually improve.

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Insights

Ritu Vohora

08/01/2018

Equities Market Perspective

As the New Year begins, investors may be wondering if 2018 will bring as many positive surprises as 2017. In this month’s update, Investment Director, Ritu Vohora explains why equities remain the asset class of choice for 2018.

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2017 DEC

Insights

Ritu Vohora

07/12/2017

Equities Market Perspective

In this month’s update Ritu Vohora, Investment Director at M&G, talks about continued global equities rally on the back of positive macro data. She also takes a look back at 2017.

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

Thought leadership

Jonathan Willcocks

04/12/2017

Joffy’s Journal — Common mistakes made by investors

In the fourth in a series of videos looking at the change in investor behaviour over the years, Global Head of Distribution, Jonathan (Joffy) Willcocks looks at the three common mistakes many people make when thinking about their investments.

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For Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals. The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested.