The information in this site is intended for investment professionals only.

The information contained in these pages must not be used or relied upon by private investors.

We recommend that you read our 'Terms & Conditions' before browsing the site.

Please select the option on the right to confirm that you are an investment professional and wish to continue.

Audience

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.

Search

Please enter a search term:

Advanced search


News categories

  • Fund updates
  • Insights
  • Market summaries

Asset class

  • Convertibles
  • Equities
  • Fixed income
  • Fixed interest

2018 SEP

Fund updates

John Weavers - Fund manager

27/09/2018

M&G North American Dividend Fund - Why active for dividend growth in the US?

The M&G North American Dividend Fund pursues a dividend growth strategy in the strong belief that this focused approach provides a tailwind to outperform the US market. 

Read more

Fund updates

Johan Du Preez

21/09/2018

Three years at the helm

Fund Manager Johan Du Preez joined M&G three years ago, he brings his unique perspective to investing in Japan, as well as providing continuity for M&G’s Japanese equities offering. In this note, he talks about the strategies and his investment approach as well as where he sees the current opportunities.

Read more

Fund updates

Claudia Calich

17/09/2018

Emerging Markets Update - Navigating The Storm

Heightened volatility in emerging debt markets has continued so far in the third quarter.

 

Read more

Insights

Juan Nevado and Ana Cuddeford

13/09/2018

M&G (Lux) Dynamic Allocation Fund - Fund Manager Q&A

Juan Nevado, manager of the M&G (Lux) Dynamic Allocation Fund, speaks with M&G Multi Asset team investment director Ana Cuddeford to share his views on a challenging market environment in 2018 and opportunities he sees in the coming period.

Read more

Insights

Richard Woolnough

12/09/2018

Market perspective and M&G Optimal Income Fund update

Richard Woolnough, Fund Manager of the M&G Optimal Income Fund, discusses the fund’s current positioning and principal performance drivers, and shares his market perspectives for the months to come.

Watch the video

Insights

Ritu Vohora

10/09/2018

Gold – has it lost its lustre?

Gold posted its fifth straight monthly drop and has fallen almost 8% YTD despite escalating trade tensions and geopolitical risks. In this month’s update, Ritu Vohora, Investment Director looks at why the precious metal seems to have lost its lustre and safe haven status.

Watch the video

2018 AUG

Insights

Ritu Vohora

03/08/2018

Equities Market Perspective

Earnings disappointments from the likes of Facebook has sparked concerns whether the stupendous growth of tech stocks can continue. After a decade wins, are the FAANGs losing their bite? In this month’s update, Ritu Vohora, Investment Director looks at whether this could be a return for Value.

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

Need further information?

Cyveillance Protected

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 you may not get back the original amount you invested.