Insights and market news

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. 

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.

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

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.

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.

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.