2-minute update: Infrastructure and rising interest rates
06 April 2018
In this 2 minute update, Alex Araujo, Fund Manager for M&G's Global Listed Infrastructure Fund discusses the impact of rising interest rates on listed infrastructure, as well as what type of infrastructure tends to do well in this environment and why.
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Trump wars: is Trump’s bark worse than his bite?
06 April 2018
Concerns have shifted to the potential for corporate profits to be undermined if a trade war erupts with China announcing a new round of tariffs on US products. Investment Director, Ritu Vohoru explains this month how global equities retreated following trade spats and negative news flow from tech stocks in the wake of Facebook privacy concerns.
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BVTV: What’s in store for retail?
27 March 2018
Toys “R” Us announced last week that it has so far failed to find a buyer or reach a debt restructuring deal, raising the prospect of widespread store closures and job losses. While a rescue package could yet emerge, the future is looking far from rosy for the toy store.
M&G fund manager and deputy head of retail fixed interest Stefan Isaacs joined Mario Eisenegger this week to discuss prospects for the firm’s high yield bondholders, and share his wider view of the outlook for the retail market.
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Joffy’s Journal: Active vs Passive – a fresh perspective
06 March 2018
The fifth 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 gives his take on the active vs. passive debate.
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BVTV: Tarrifs, trade wards and economic shockwaves
12 March 2018
President Trump has sent shockwaves through the global business community with his decision to impose tariffs on steel and aluminium imports to the US. Will this protectionist move prove to be the catalyst for an eventual downturn in global economic growth, and what are the implications for equity and bond markets?
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More insights and market updates.