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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.

The value of stockmarket 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.

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2018 JUN

Fund updates

M&G (Lux) Emerging Markets Hard Currency Bond Fund

29/06/2018

One year on

The M&G (Lux) Emerging Markets Hard Currency Bond Fund (EMHC) seeks to capture the best value in the EM government and quasi-sovereign hard currency bond sub-asset classes.

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Fund updates

James Tomlins and Stefan Isaacs

21/06/2018

A responsible approach to high yield

The M&G (Lux) Global High Yield ESG Bond Fund combines M&G’s long-running expertise in high yield investing with a rigorous assessment of environmental, social and governance (ESG) factors.

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Fund updates

Richard Woolnough

18/06/2018

M&G Optimal Income Fund - Re-orienting towards better value

We believe the global economic recovery remains on track. Leading indicators suggest that a healthy labour market should drive wage growth. After strong performance from a number of the areas where we found value in 2017, we are gradually re-orienting the portfolio towards market segments that we believe offer better value now: high-quality US investment grade credit, short-dated US Treasuries and - at the margin - equities.

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Fund updates

Michael Bourke and Charles de Quinsonas

18/06/2018

A positive start: looking back on the fund’s first year

We launched the M&G (Lux) Emerging Markets Income Opportunities Fund a year ago, to take advantage of the broad range of income-generating assets in emerging markets.
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Fund updates

Alex Araujo

13/06/2018

Renewable Energy - Critical infrastructure for the future of the planet

Our current trajectory of greenhouse gas emissions looks set to cause irreparable damage to the planet, altering the nature of our existence forever. A less extreme outcome is possible, but will require the widescale adoption of renewables. As such, the market share of renewable energy sources – in particular, wind and solar – is expected to grow at an exponential rate.

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Fund updates

M&G Short Dated Corporate Bond Fund

07/06/2018

The role of duration: lessons from periods of volatility

Bond investors frequently use the experience of US bond markets in 1994 as an example of the impact that duration can have in times of sharply rising yields. In 1994, an improving economy encouraged the US Federal Reserve to increase interest rates multiple times, leading to what became known as the ‘great bond massacre’.

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Fund updates

M&G North American Dividend Fund

05/06/2018

Three years of dividend growth investing in the US

Since 28 April 2015, the M&G North American Dividend Fund has pursued a dividend growth strategy, in the strong belief that this approach provides a tailwind to outperform the US market. As part of this investment philosophy, we have been picking stocks with a disciplined process driven by fundamental analysis and backing our conviction in our best ideas.

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2018 MAY

Fund updates

31/05/2018

High yield investing in a rising interest rate environment

At M&G Fixed Interest, we offer two distinct high yield strategies for a rising interest rate environment: the M&G Global Floating Rate High Yield Fund and the more recently launched M&G (Lux) Floating Rate High Yield Solution.

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Fund updates

Jim Leaviss

31/05/2018

M&G (Lux) Absolute Return Bond Fund - Investment review

The challenge that investors face in obtaining positive returns from fixed income investments in an environment of rising bond yields was the main factor behind our decision to launch an absolute return bond fund. That challenge has become increasingly evident this year. Central banks look to unwind a decade of loose monetary policy, triggering increased uncertainty and volatility across asset classes and markets globally. We launched the M&G (Lux) Absolute Return Bond Fund – a highly flexible bond fund that targets steady, positive returns with a strong focus on minimising volatility and drawdowns – in December 2016.

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2018 APR

Insights

Anne Richards, Chief Executive Officer

24/04/2018

ESG at M&G

Anne Richards summarises why it is important for M&G to consider ESG, how we incorporate ESG issues into our investment process and what the future of ESG at M&G holds.

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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.