M&G Investments

27 August 2018
A look inside the M&G Property Portfolio: R+ Building
A look inside the M&G Property Portfolio: R+ Building

In this short video Co-fund manager Justin Upton showcases one of the assets held within the M&G Property Portfolio, the R+ building in Reading. The asset, which was acquired in 2014 has been completely re-developed and is regarded as a best-in-class asset. Justin discusses the benefits of investing outside of London, the intention behind the investment and the success of the project for both the investor and the fund.

20 August 2018
UK Savers need to worry about home country bias, and not because of Brexit
UK Savers need to worry about home country bias, and not because of Brexit

A major study released last month found that non-retired UK investors are saving a higher proportion of their income for retirement than many parts of Europe. Before we start celebrating, there are two important points to consider.

19 August 2018
Don't miss out: M&G Meet the Managers Roadshow
Don't miss out: M&G Meet the Managers Roadshow

Join us this September for the opportunity to hear from M&G’s leading fund managers. With 9 venues across the country, don’t miss the chance to hear their thoughts on key macro trends and asset class performance, as well as how they translate their views in portfolio positioning and strategies.

12 August 2018
BVTV: Markets go cold turkey
BVTV: Markets go cold turkey

Market sentiment turned risk-off last week, largely due to the new US sanctions on Russia, which destabilised the ruble, and with the worsening of the situation in Turkey, which sank the lira and hit European lenders to the country. What are these two crises telling us about the state of the global economy? Watch the latest insights from M&G fund manager Wolfgang Bauer.

5 August 2018
Are the FAANGs losing their bite?
Are the FAANGs losing their bite?

Despite strong earnings growth and reasonable valuations, equity markets continue to be buffeted by swings in sentiment from an escalating trade war. In this month’s equity market perspective, Investment Director, Ritu Vohora looks at the tug-of war between the bulls and the bears.

1 August 2018
Joffy's Journal: Why Dividends matter
Joffy's Journal: Why Dividends matter

In the seventh in a series of videos looking at the change in investor behaviour over the years and how asset managers have responded, Global Head of Distribution, Jonathan (Joffy) Willcocks looks at the power of compounding and dividend growth; an income generator craved by many investors.

29 July 2018
The language of volatility: Facebook and Japanese bonds
The language of volatility: Facebook and Japanese bonds

Remember last year when most financial commentary was saying that market volatility was too low? That was a pretty unusual state of affairs.

22 July 2018
M&G Meet the Managers 2018 – Registration Open
M&G Meet the Managers 2018 – Registration Open

Don’t miss the opportunity to hear M&G’s leading fund managers discuss key market trends and their thoughts on how their asset classes are performance against the current economic backdrop, as well how they translate their views in portfolio positioning and strategies.

16 July 2018
BVTV: Tech in 2018 vs 2000 – 'don't look back in anger?'
BVTV: Tech in 2018 vs 2000 – 'don't look back in anger?'

This week, M&G’s Stephanie Betts takes a look at how the tech sector in 2018 shapes up vs its 2000 predecessor; what are the similarities and differences between the two, and why is momentum (aka hope) currently winning out in the epic battle of earnings vs hope?

15 July 2018
Panoramic Weekly: Risk Assets Rally Despite Trade Wars
Panoramic Weekly: Risk Assets Rally Despite Trade Wars

Traditional fixed income risk assets, such as Emerging Markets (EM) and High Yield (HY), rallied over the past five trading days, shrugging off an escalation of the trade tensions between the US and China. The world’s No. 1 economy announced plans to set tariffs on an additional US$200bn worth of Chinese goods, adding to the $34bn that came into effect on Friday.

11 July 2018
Re-establishing the legitimacy of global finance through popular reform
Re-establishing the legitimacy of global finance through popular reform

No political consensus lasts forever – at least not without reform. The pre-eminence of the liberal economic order prior to the global financial crisis might have tempted us to think that this time would be different.

11 July 2018
How can we respond to irrational market behaviour?
How can we respond to irrational market behaviour?

Emotions can get the better of anyone. In financial markets, it happens all the time.

9 July 2018
World Cup 2018: Who will win the Golden Boot?
World Cup 2018: Who will win the Golden Boot?

With World Cup fever captivating the globe and the tournament providing lots of surprises, Investment Director, Ritu Vohora, looks at the importance of having a strong attack and defence strategy when thinking about sector allocation.

4 July 2018
BVTV: YRD 2018 – meeting consensus expectations?
BVTV: YRD 2018 – meeting consensus expectations?

As we have now reached the halfway point of 2018, it seems like a good occasion to take stock and see whether the year has lived up to consensus expectations so far. With more news surprises and volatility so far than in 2017, how do the market’s predictions for which asset classes would perform best look today?

26 June 2018
M&G Global Dividend Fund – 10 years of active management
M&G Global Dividend Fund – 10 years of active management

As the M&G Global Dividend Fund reaches its 10-year anniversary, fund manager, Stuart Rhodes discusses what he set out to achieve at the funds launch, what have been his biggest challenges over this period and where he sees the risks and opportunities in the future.

25 June 2018
BVTV: Accessing credit – cash bonds or CDS?
BVTV: Accessing credit – cash bonds or CDS?

We have already seen several corrections in credit markets so far this year, providing a good opportunity to analyse these episodes from a volatility perspective to see whether they have created good entry points into previously expensive markets.

18 June 2018
How Europe works
How Europe works

I used to believe that the Eurozone was undemocratic. Now I’m not so sure.

5 June 2018
Never a dull moment – trying to make sense of last week
Never a dull moment – trying to make sense of last week

Political turmoil in Italy and Spain, escalating trade tensions and, for good measure, unexpectedly strong US employment data – to say that markets had a turbulent few days would be an understatement. Taking a step back, here are three lessons I took away from last week.

30 May 2018
M&G Investments: Unelected Power - an interview with Paul Tucker
M&G Investments: Unelected Power - an interview with Paul Tucker

Have central banks become “overmighty citizens”, with too much power and insufficient democratic input? If so, does it matter and what can we do about it? In an era of QE, and bailouts of commercial banks, wealth inequality has widened in most developed economies. Did society agree that this outcome was what it wanted when central bankers “saved the world” in the Great Financial Crisis? 

23 May 2018
Active versus passive
Active versus passive

A key feature of the current equity bull market has been the inexorable rise of passive strategies. These have gathered significant assets under management at the expense of active managers. This note explores the cyclical nature of passive and active performance and highlights the potential for active managers to benefit from a turn in the tide, as valuation returns to prominence.