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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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2020 MAR

Fund updates

Claudia Calich, Fund Manager

26/03/2020

Coronavirus crash: Risks and opportunities in emerging markets

We are living through exceptional times. While the implications of the coronavirus pandemic for the global economy remain unclear, investors have fled en masse from assets seen to carry greater risk.

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Insights

Juan Nevado, Fund Manager

25/03/2020

Coronavirus crash: Navigating a perfect market storm

It has been a frightening time recently for investors. As well as concerns about the coronavirus pandemic itself, global stockmarkets have fallen dramatically as the virus has spread around the world.

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Insights

M&G Investments

24/03/2020

Webcast Summary for M&G (Lux) Optimal Income Fund

The fund is cautiously positioned for economic growth through being short of duration risk and long credit risk. In current circumstances, fund performance will detract as a result of this positive view. But we are seeing valuation opportunities in a number of areas, and have around 35% of ‘risk-free’ cash/bonds to put to work when needed.

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Fund updates

M&G Investments

24/03/2020

Webcast summary for M&G (Lux) Emerging Markets Bond Fund

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Insights

Richard Woolnough, Fund Manager

19/03/2020

Why this time is different: A ‘stay at home’ t-shaped recession

Whenever there is the threat or the reality of recession, it usually follows a typical pattern. It is engendered by tight financial conditions, a real economy or market bubble bursting, a dramatic rise in the price of oil, or a combination of the above.

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2020 FEB

Fund updates

M&G Investments

28/02/2020

M&G (Lux) Optimal Income Fund - Investment review in 2019

• With 2019 a strong year for fixed income, we take a look at what worked and what didn’t work for the Optimal Income strategy.
• A tightening of valuations in investment grade credit in recent months offers us the chance to use our wider toolkit.
• Potential investment opportunities for 2020, a year we believe will be generally supportive for risky assets. 
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Fund updates

M&G Investments

28/02/2020

M&G (Lux) Emerging Markets Bond Fund - Introduction, Review and Outlook

Watch M&G (Lux) Emerging Markets Bond Fund deputy fund manager Charles de Quinsonas share the key features of the fund and discuss where he currently sees opportunities and risks in the global emerging bond markets.
Watch the video

Insights

M&G Investments

28/02/2020

Fundamentals support case for emerging markets in 2020

Emerging market (EM) equities have underperformed developed market (DM) stocks in the past decade, leading many investors to be underweight the asset class. We believe the current situation looks promising for EM equities: earnings growth is expected to surpass that in other regions, corporate behaviour is improving, and EM stocks trade at a valuation discount to DM stocks.

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Fund updates

M&G Investments

04/02/2020

M&G (Lux) Sustainable Allocation Fund: Investment review in 2019

In 2019, amid geopolitical confrontations and building debate about climate change, strong performance from financial markets has helped the USD A-H Accumulation shares return 19.8%. This may be compared to the average return 15.0% for the Morningstar USD Moderate Allocation Sector, within which the fund sits.
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Market summaries

M&G Investments

04/02/2020

Investment outlook: What awaits us in 2020?

Watch M&G fund managers Stefan Isaacs, Tristan Hanson and Michael Bourke discuss where they see challenges and opportunities for investors in the New Year.
Watch the video

2019 DEC

Insights

M&G Investments

09/12/2019

Changes to LIBOR (and other IBORs)

LIBOR, the London Interbank Offered Rate, is being retired. It, and most other interbank offered rates (IBORs), are making way for more reliable replacements. Others are being reformed.

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