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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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2020 JAN

Insights

Florent Delorme, macroanalyst

31/01/2020

Should we be buying European bank shares?

European banking is a divisive issue. Some are no longer willing to look at the sector, arguing it has no future, while others point to cheap valuations as a reason to retain some targeted investments.

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Insights

Florent Delorme, macroanalyst

03/01/2020

Outlook 2020

2019 is drawing to a close and it now looks as though we have avoided the widely forecasted recession. The global economy is stabilising and a bounceback in the euro zone and China cannot be ruled out. Monetary policies remain highly accommodative and fiscal stimulus is on the agenda across the world. Japan, for instance, recently announced a support package of over €100bn.

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2019 DEC

Insights

Florent Delorme, macroanalyst

17/12/2019

Fiscal stimulus or discipline in the Eurozone? What lessons might be learnt from the economic solutions chosen in the 1930s?

More than a decade after the financial crisis of 2008, the ECB’s accommodative monetary policy is being questioned. Many economists are critical of the low interest rates and asset buyback programmes, citing the limited impact of such an approach on credit growth, the collateral damage that it causes (i.e. lower profit margins for banks, the development of zombie companies (a fragile company only generating enough cash to pay interest on its debts) and the risk of a property bubble), and the unwarranted support for European states whose solvency is under threat, in other words every country except Germany and the Netherlands, according to these economists.

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Insights

Florent Delorme, macroanalyst

17/12/2019

We are all Keynesians now (this time for real)

2019 was marked by the decisions of the Fed, and then the ECB not to normalise their monetary policies. Amidst weak economic growth and inflation, the central banks reversed their previous course of exiting non-conventional policies. This is not a mere detail, as these programmes were originally meant to be temporary. Support for public spending via government bond purchases and business lending incentives are now part and parcel of our monetary institutions.

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Fund updates

Richard Woolnough

12/12/2019

A conversation with Richard Woolnough

In this video, Fund Manager Richard Woolnough shares what made him decide to become a fund manager, and what is the most important lesson that he has learnt in his career so far. Furthermore, he explains why his strategy is compelling now, how the team is a differential point against the competition, and what are, in his opinion, the characteristics of a good fund manager. The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

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2019 SEP

Insights

M&G Investments

30/09/2019

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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Insights

M&G Investments

25/09/2019

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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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.