M&G Optimal Income Fund Update

May 2017 - In the latest M&G Optimal Income Fund update video, Richard Woolnough, Fund Manager, discusses the fund’s current position, what are the opportunities and threats he sees and what the outlook is for Fixed Income.

The opportunity for value in emerging markets

May 2017 - Value as an investment style has underperformed in emerging markets for several years. As a result, we believe there are currently opportunities for value-focused investors, particularly in economically sensitive areas. With valuations looking attractive relative to developed markets and improving company fundamentals, we are optimistic about the outlook for emerging markets.

Equities Market Perspective

May 2017 - M&A activity has begun 2017 on a positive note after falling in 2016. In this month’s update Ritu Vohora, Investment Director, considers whether the current level of activity is sustainable.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.