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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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2019 SEP


M&G Investments


Does the ECB have any choice?

Since Mario Draghi announced measures to further ease monetary policy, criticism has mounted with many pointing to the downsides of negative rates: struggling banks, meagre returns for savers, artificial lifeline for unprofitable “zombie” companies, property bubbles.

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M&G Investments


Doubtful times

Tough trade talks between the US and China drag on, prompting a slowdown in global trade and activity in the world's leading exporting countries, notably China and Germany. In Germany, GDP shrank by 0.1% in Q2 while August's published export figures were down 8% year-on-year.

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2019 AUG


M&G Investments


Global economy slowing but central banks ride to the rescue

Latest purchasing manager surveys show persistently week industrial activity across the globe: the Markit manufacturing PMI for the euro zone, China and emerging markets scored 47.6, 49.4 and 49.9, respectively. In the US, industry held up somewhat better with a manufacturing ISM of 51.7, but the trend is nonetheless downhill over recent months. In contrast, services are showing some resilience. The Markit non-manufacturing PMI came in at 53.4 for the euro zone, 52.7 for China and 51.7 for emerging markets. Weakening global trade amid faltering US/China trade talks is weighing on industrial exports and tarnishing the outlook for global growth, which should nonetheless remain above 3% in 2019 and 2020.

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2019 JUL


M&G Investments


Bonds vs Equities: who's right?

While bonds appear to be signalling an economic slowdown, equities are suggesting growth will continue. In this month’s video, Investment Director, Ritu Vohora looks at the conundrum facing investors, with mixed messages emanating from bond and stock markets.

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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.