Insights and market news

2019 MAR

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.

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.

Fund updates

M&G Investments

11/02/2019

M&G (Lux) Absolute Return Bond Fund Fund manager Q&A

Due to higher market volatility, investors are increasingly focusing on protecting their capital and seeking a smoother path to earning returns above cash savings.

James Tomlins & Stefan Isaacs

05/02/2019

M&G (Lux) Global High Yield ESG Bond Fund: Investment review 2018

- Since its launch in October 2017, the fund has made encouraging progress, both from an ESG and an investment performance perspective.

- The fund has consistently achieved an average ESG score higher than the global high yield bond market.

- Against a challenging market backdrop, the fund has demonstrated resilience and was able to outperform the global high yield bond sector.

Read the full article

2019 JAN

Fund updates

Léonard Vinville

31/01/2019

M&G (Lux) Global Convertibles Fund - Investment review 2018

Against a background of rising volatility in global markets, global convertibles performed decently in 2018. However, we must acknowledge that the performance of the M&G (Lux) Global Convertibles Fund has been disappointing as the portfolio has battled against a series of headwinds. In this note we discuss some of the challenges faced and the action we are taking to address them.

Fund updates

Richard Woolnough

30/01/2019

M&G Optimal Income Fund - A review of 2018 and outlook for 2019

Volatility proved to be the predominant theme in 2018, and many financial assets lost ground.

Fund updates

M&G (Lux) Global Listed Infrastructure Fund

17/01/2019

Downside protection while capturing upside

In a year characterised by increased volatility and changes in market leadership, financial markets struggled to generate positive returns.

10/01/2019

Protecting your interests during and after Brexit

Read the full article

News

Alex Araujo - Fund Manager

04/01/2019

M&G (Lux) Global Listed Infrastructure Fund - Overview

The M&G (Lux) Global Listed Infrastructure Fund has a total return (the combination of income and growth of capital) objective and aims to outperform the global equities market (as represented by the MSCI ACWI Index), net of the Ongoing Charges Figure, over any five-year period. It also aims to provide a rising income stream in US dollars by investing in infrastructure stocks which tend to exhibit characteristics of higher yield and lower volatility compared to global equities.

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2019 MAR

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