Adviser Hub articles

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

Fallingyields Partner Zone

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

opti-aug19 Partner Zone

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

mg_investments Partner Zone

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

equities-aug19 Partner Zone

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 HUB TV

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

equities-jun19 Partner Zone

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

MajorontheMacro-1 Partner Zone

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 HUB TV

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

MGGlobalBond29Apr19 Partner Zone

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

ritu HUB TV

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 Analysis & Opinion

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

Article-Global-PZ-01_1 Partner Zone

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

bvtv-291018 HUB TV

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

Article-Direction-PZ-01 Partner Zone

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 Analysis & Opinion

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 HUB TV

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 Analysis & Opinion

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 HUB TV

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

Article-Protection-PZ-01 Partner Zone

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

default HUB TV

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

JoffyJournal-Technology3 HUB TV

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

Article-Cities-London-AO-01_1-1 Partner Zone

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

default2 HUB TV

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 HUB TV

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

us-healthcare-checkup-screenshot HUB TV

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 HUB TV

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 Analysis & Opinion

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 HUB TV

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 HUB TV

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 HUB TV

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 Analysis & Opinion

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 Analysis & Opinion

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 HUB TV

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 HUB TV

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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