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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.

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  • Global themes

2019 APR

Insights

Ritu Vohora

08/04/2019

Share buybacks: the good, the bad or the ugly?

In this month’s video, Investment Director, Ritu Vohora looks at the recent ‘buyback wave’ fuelled by corporate tax cuts. Do share buybacks only benefit company executives or do they also create long-term value for shareholders?

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.

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2019 MAR

Insights

Richard Halle

27/03/2019

M&G (Lux) European Strategic Value Fund - Did value just miss the cycle?

Investment styles go in and out of fashion, but ‘value investing’, which focuses on finding bargains among the cheapest stocks in the market, has remained unpopular for most of the past decade.

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Insights

Ritu Vohora

06/03/2019

Earnings season – ‘some welcome surprises?’

In this month’s video, Investment Director, Ritu Vohora offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprising positively, particularly in the US. The economic backdrop remains supportive but earnings growth looks set to moderate in 2019, so selectivity will be important.

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

Fund updates

Stuart Rhodes

01/03/2019

M&G (Lux) Global Dividend Fund - Annual investment review 2018

The M&G (Lux) Global Dividend Fund, a Luxembourg-authorised SICAV, launched on 18 September 2018. On 7 December 2018, the non-sterling share classes of the M&G Global Dividend Fund (a UK-authorised OEIC) merged into the SICAV. The SICAV is run by the same fund manager, applying the same investment strategy, as the UKauthorised OEIC.

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2019 FEB

Fund updates

Claudia Calich

25/02/2019

M&G (Lux) Emerging Markets Bond Fund: Finding value in EM bonds after challenging year

Higher US interest rates and international trade tensions weighed on sentiment towards emerging market bonds in 2018.

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