Adviser Hub articles

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Four assets that have recovered from the March episode, and four that most certainly haven’t

When we talk about market ‘episodes,’ we often mean periods where investors appear to give up on their own long term beliefs.

M&G Investments 1st Jun 2020

m&g_investments_log (1) Partner Zone

Airlines face an uphill battle

The demand shock on the back of the COVID-19 pandemic has seen the Services sector hit particularly hard in this downturn, not least the Commercial Aerospace industry.

M&G Investments 1st Jun 2020

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M&G Webcasts: Global Listed Infrastructure Fund

Please join Alex Araujo, Fund Manager of the M&G Global Listed Infrastructure Fund, on April 1st 2020 at 10:00 GMT, as he provides an update on the fund and highlights the opportunities he sees in the...

M&G Investments 31st Mar 2020

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M&G Webcasts: M&G Global Macro Bond Fund

Please join Jim Leaviss, Fund Manager of the M&G Global Macro Bond Fund, on 02.04.2020 at 10:00 GMT, as he discusses the outlook for the global bond and currency markets, and provides an update on the...

M&G Investments 31st Mar 2020

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M&G Webcasts: M&G Global Floating Rate High Yield Fund

Please join James Tomlins, Fund Manager of the M&G Global Floating Rate High Yield Fund, on 25.03.2020 at 10:00 GMT, as he discusses recent developments in high yield bond markets, and explains why he...

M&G Investments 24th Mar 2020

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M&G Webcasts: M&G Global Dividend Fund

Stuart Rhodes, Fund Manager of the M&G Global Dividend Fund, will be sharing his views on the current market environment and the opportunities he sees for long-term investors. Please join him on 26.03...

M&G Investments 24th Mar 2020

MG_EMPFeb 2020 VIDEO

M&G Investments: The race is on: US Presidential election 2020

M&G's Investment Director, Ritu Vohora looks at what the wide range of potential policy outcomes could mean for investors.

M&G Investments 10th Feb 2020

outlook2020a VIDEO

M&G Investments | Investment outlook: What awaits us in 2020?

M&G fund managers Stefan Isaacs, Tristan Hanson and Michael Bourke discuss where they see challenges and opportunities for investors in the New Year.

M&G Investments 17th Dec 2019

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2020 outlook – hidden in plain sight

Despite investors facing multiple headwinds, equity markets have remained relatively resilient. This month’s video looks at what characterised the landscape in 2019, as well as what could influence ma...

M&G Investments 9th Dec 2019

m&g_investments_log Partner Zone

2020 Vision

Will 2020 be the year the “bond bubble” bursts? Read Jim Leaviss’ bond market outlook for 2020 as he discusses the seven trends which may make you think twice about saying goodbye to fixed income

M&G Investments 26th Nov 2019

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M&G Investments | Earnings are in: how have companies been faring?

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile...

M&G Investments 19th Nov 2019

KC thumbnail_Nov19 Partner Zone

Earnings are in: how have companies been faring?

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile...

M&G Investments 19th Nov 2019

equities-oct19 Partner Zone

Central banks turn on the taps

Central banks globally have turned on the taps, keeping a lid on interest rates and bond yields. In this month’s video, Investment Specialist, Kirsty Clark discusses the recent round of QE from centra...

M&G Investments 8th Oct 2019

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Falling yields – has gold got its shine back?

Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this month’s video, Investment Director, Ritu Vohora looks at the driving forces behind...

M&G Investments 10th Sep 2019

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Fund update: M&G Optimal Income Fund

In this short video, fund manager Richard Woolnough explains why he doesn’t share the market’s nervousness about prospects for the global economy, and how this view is reflected in the fund’s position...

M&G Investments 2nd Sep 2019

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Register now: M&G Meet the Managers 2019

Please join us for the M&G Meet the Managers live stream on Thursday 26 September at 10:00. Don’t miss the opportunity to hear from six fund managers who will share their insights across the asset cla...

M&G Investments 21st Aug 2019

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Currency wars: tweetstorm in a cup?

The Fed delivered its much anticipated interest rate cut at the end of July. In this month’s video, Investment Director, Ritu Vohora looks at the implications for the US dollar. Could the US Treasury...

M&G Investments 14th Aug 2019

MGCurrencyAug19 VIDEO

M&G Investments | Currency wars: tweetstorm in a cup?

The Fed delivered its much anticipated interest rate cut at the end of July. In this video, Investment Director, Ritu Vohora looks at the implications for the US dollar.

M&G Investments 7th Aug 2019

m&g_investments_log Partner Zone

The evolution of geopolitical risks

Geopolitical risks appear to be a recurring theme impacting global markets and can have a significant influence on the short and medium term direction of asset prices. Although they can be unnerving f...

M&G Investments 1st Aug 2019

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All eyes on trade

In this month’s video, Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slo...

M&G Investments 10th Jun 2019

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Majoring on the Macro seminars

The Majoring on the Macro seminars have begun this week, but with events throughout June and all around the UK there is still time to register. Don’t miss Julian Hince, M&G’s CII accredited trainer, a...

M&G Investments 4th Jun 2019

MGImpact29May19 copy VIDEO

M&G Investments | What to look for when you’re investing for impact

Ben Constable Maxwell, Head of Sustainable and Impact Investing, and Craig Hart from King & Shaxson, an ethical discretionary fund manager, discuss the rise of impact investing and the various factors...

M&G Investments 29th May 2019

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M&G Update on Global Bonds

Watch Jim Leaviss, fund manager of the M&G Global Macro Bond Fund, give his views on what has driven the change of tack in risk assets since Q1, what dollar strength means for other G10 currencies, th...

M&G Investments 29th Apr 2019

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M&G Investments | Earnings season – some welcome surprises?

Ritu Vohora, Investment Director, offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprisingly...

M&G Investments 11th Mar 2019

opti-update Market Briefings

Fund Update: M&G Optimal Income Fund

In this short video Richard Woolnough, Fund Manager for the M&G Optimal Income Fund, will discuss how the market performed in the second half of 2018, as well as his outlook going into the new year an...

M&G Investments 16th Jan 2019

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The M&G Global Listed Infrastructure Fund: One year on from launch

A YEAR IN GLOBAL LISTED INFRASTRUCTURE Potential investors in listed infrastructure often have preconceived ideas about the asset class. Some are good – that it is a stable, low risk asset cl...

M&G Investments 7th Nov 2018

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M&G Investments | BVTV: Is luxury out of fashion?

The luxury goods sector has lost some of its polish – at least in financial markets. Uncertainty regarding the strength of the Chinese consumer means it is important to be selective, M&G's Investment...

M&G Investments 30th Oct 2018

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BVTV: 10 years after Lehman, still holding on?

Last Saturday marked exactly 10 years since Lehman Brothers went bust. Are we still suffering the consequences of the Global Financial Crisis that followed? Had the crisis not occurred, would we have...

M&G Investments 19th Sep 2018

AH-vidarticle-Neptune28Aug Market Briefings

Video: 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 complete...

M&G Investments 5th Sep 2018

M&GPropertyPort28Aug18 VIDEO

M&G Investments | 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.

M&G Investments 23rd Aug 2018

Partner Zone

Rhodes show: A decade at the helm

June 2018 It is almost 10 years since the launch of the M&G Global Dividend fund. Since then it has grown to over £6 billion* in size, investing in companies growing their dividends aroun...

M&G Investments 14th Jun 2018

AH-vidarticle-M&G12Jun Market Briefings

Video: Equities Market Perspective

In this month’s update Ritu Vohora, M&G Investment Director, explores the impact of rising US yields and a resurgent dollar on emerging markets. Is this a déjà vu of 2013&rsquo...

M&G Investments 13th Jun 2018

M&GRituV11June18 VIDEO

M&G Investments | Equities Market Perspective

In this month’s update Ritu Vohora, M&G Investment Director, explores the impact of rising US yields and a resurgent dollar on emerging markets. Is this a déjà vu of 2013’s ‘Taper Tantrum’?

M&G Investments 11th Jun 2018

Partner Zone

Active versus Passive: Active investing ready to make a comeback

23 May 2018 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 mana...

M&G Investments 25th May 2018

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The rise of considerate capitalism

Fund managers are increasingly being asked to play a role in ensuring good corporate behaviour, but strong ESG analysis is a crucial part of delivering shareholder returns, says Rupert Krefting, head...

M&G Investments 5th Mar 2018

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M&G investments | Joffy's Journal: Common mistakes made by investors

In the fourth in a series of videos looking at the change in investor behaviour over the years, Global Head of Distribution, Jonathan (Joffy) Willcocks looks at the three common mistakes many people m...

M&G Investments 13th Dec 2017

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M&G Investments | Joffy’s Journal: Technology

In this third in a series of videos looking at how investor behaviour has changed over the years, Global Head of Retail Sales, Jonathan (Joffy) Willcocks, looks at how asset managers have responded to...

M&G Investments 1st Dec 2017

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Global listed infrastructure

M&G’s new Global Listed Infrastructure fund launched in mid-October. Manager Alex Araujo, who is also co-deputy-manager on the group’s Global Dividend fund, explains why they want to b...

M&G Investments 17th Oct 2017

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M&G Investments | Joffy's Journal: Demographics

In the second in a series of videos looking at the change in investor behaviour over the years, Global Head of Retail Sales, Jonathan (Joffy) Willcocks looks...

M&G Investments 4th Oct 2017

equities-market-perspective VIDEO

M&G Investments | M&G Equities Market Perspective: Time to look at opportunities in Japanese equities?

In this month’s update Ritu Vohora, M&G’s Investment Director, looks at why the case for Japan is the strongest it has been in many years.

M&G Investments 18th Sep 2017

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M&G Investments | BVTV: Time for a US healthcare check-up

Heated debates about proposals to repeal and replace Obamacare and generic pharmaceuticals feeling the pain of pressures on drug prices. There are many reasons to take a closer look at the US healthca...

M&G Investments 29th Aug 2017

M&G-BVTV VIDEO

M&G Investments | BVTV: Have bonds and equities decoupled, and can both be right?

This week, Ritu Vohora, investment director in M&G’s equities team, joined me on the BVTV sofa to discuss the curious case of the de-correlation between equities and bond yields.

M&G Investments 7th Aug 2017

Article-Charts-AO-05_1 Market Briefings

Reaping the benefits of asymmetric returns

The M&G Global Convertibles Fund was launched on 13 July 2007. During the subsequent 10-year period, fund manager Léonard Vinville and his team have successfully navigated through what, at...

M&G Investments 1st Aug 2017

M&G-Ritu-July17 VIDEO

M&G Investments | Equities Market Perspective - July 2017

Investment Director, Ritu Vohora, reviews how equities have performed across the different sectors, with central banks being the key theme this month.

M&G Investments 7th Jul 2017

M&G-GlobalTargeted-TristanHanson VIDEO

M&G Investments | Global Target Return Fund: an absolute opportunity

Fund Manager, Tristan Hanson looks at the recently launched M&G Global Target Return Fund and how it differentiates itself from other absolute return strategies.

M&G Investments 13th Jun 2017

M&G-JimLeaviss VIDEO

M&G Investments | Introducing the M&G Absolute Return Bond Fund

An introduction to the M&G Absolute Return Bond Fund with co-fund managers Jim Leaviss and Wolfgang Bauer. In this video they cover the fund’s objective and investment process, what makes the fund dif...

M&G Investments 17th Jan 2017

Article-Charts-AO-03_1 Market Briefings

There was – and will be – divergence

Jim Leaviss, head of fixed interest at M&G Investments and one of the Bond Vigilantes bloggers, offers his thoughts on the year just gone and the one that lies ahead, including po...

M&G Investments 14th Sep 2016

Article-Direction-AO-05_1.jpg-2 Market Briefings

Policy makers at a crossroads: the UK rate decisions and broader implications for asset prices

Though it may seem hard to believe, attention on policy makers has intensified. The market has delivered a vote of no confidence in the notion of negative interest rates and appears increasingly dis...

M&G Investments 14th Sep 2016

M&GJoffy VIDEO

M&G Investments | Active vs Passive Interview with Jonathan Willcocks

Jonathan Willcocks, managing director, global head of retail sales at M&G, explores the different but complementary roles he believes active and passive funds will play in investment portfolios in the...

M&G Investments 8th Mar 2016

M&GBondVig VIDEO

M&G Investments | Bond Vigilantes

Get the inside view straight from our fund management floor, including views on inflation, interest rates, the global economy and anything else that moves the bond markets. www.bondvigilantes.com

M&G Investments 25th Nov 2015

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