M&G Investments

17 March 2020
COVID-19: Jewel in the Crown?
COVID-19: Jewel in the Crown?

In a few short months – a term, hitherto only commonplace in the scientific community, has become firmly entrenched in our collective dialogue. The rapid spread of information (and misinformation) related to the coronavirus, so…

10 March 2020
M&G webcast: Market Reaction to COVID-19
M&G webcast: Market Reaction to COVID-19

As the coronavirus outbreak has continued to spread around the world, fears about the potential impact on the global economy have also increased. Financial markets have been extremely volatile lately and major central banks are now expected to take steps to support their economies damaged by the virus.

4 March 2020
Coronavirus: Passing turbulence or a global growth scare?
Coronavirus: Passing turbulence or a global growth scare?

The coronavirus outbreak has replaced trade wars as the dark storm bearing on markets, sending jitters across global financial markets amid fears of a hit to the global economy.

18 February 2020
Is the "Greta effect" going to last?
Is the "Greta effect" going to last?

A question I have often been asked lately is “is the Greta effect going to last?”. How much influence is this public figure going to have and are the social movements she inspired really going to transform our society? The honest answer is...

27 November 2019
2020 Vision: Bond Market Outlook
2020 Vision: Bond Market Outlook
Let me start with two predictions. Firstly that the title “2020 Vision” will be irresistible to all year-ahead outlooks, no matter what publication or industry you work in. This is why I trademarked the idea many months ago, and now expect to retire on the proceeds of all the copyright breaches. My second prediction is that in my industry, bond fortune telling, virtually all of those 2020 outl…
 
28 August 2019
Broadening trade wars: could Trump take aim at the EU, again?
Broadening trade wars: could Trump take aim at the EU, again?

Could Trump take aim at the EU, again? Investment Specialist Kirsty Clark, discusses the prospect of a trade war between the US and the EU.

21 August 2019
Register now: M&G Meet the Managers 2019
Register now: M&G Meet the Managers 2019

Join M&G for the Meet the Managers live stream on Thursday 26 September at 10:00.

7 August 2019
Central banks should consider giving people money
Central banks should consider giving people money

In the past, central banks set the price of money using interest rates. In the future, it seems, they will be giving it away. This week the US Federal Reserve reduced interest rates by a quarter of a percentage point to 2.25 per cent.

1 August 2019
The evolution of geopolitical risks
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. ‘Political risk’ and ‘geopolitical risk’ are terms often used interchangeably, but for analytical purposes, it can be useful to distinguish between the two.

26 July 2019
Central banks: crossroads or dead-end?
Central banks: crossroads or dead-end?

Central banks are at a crossroads, and if they carry on, maybe a dead-end. The good news, though, is twofold: central bankers recognise the need to reassess their frameworks and they are coming at it from a point of strength: unemployment at multi-decade lows in most of the developed world.

4 July 2019
Brexit: Three years on
Brexit: Three years on

It is now three years since Britain voted to leave the EU (in case anyone needed reminding). We are all aware of never-ending twists and turns in this saga, even if we are none the wiser as to the final conclusion. But, we ask, with the benefit of hindsight, how have financial markets moved since the referendum vote? And are there any lessons readers can take from this experience for thinking about how to invest when faced with uncertainty today, or, indeed, at any time in the future?

24 June 2019
Making a difference (and a return)
Making a difference (and a return)

The world is facing a rising tide of societal challenges, from the potential chaos associated with the breakdown of our climate, to unsustainable levels of waste and pollution, to vast and growing social inequality. Find out more about how investors are playing an increasingly pivotal role in directing capital to where it is most needed.

18 June 2019
The changing face of investing: a brief history
The changing face of investing: a brief history

The investment industry has gone through a myriad of changes since the turn of the 20th century, fuelled by innovation, technology, regulatory changes and evolving investor preferences. Over the past five decades, we’ve witnessed a sizeable uptick in the pace of this…

22 May 2019
How should ESG investors think about government bonds?
How should ESG investors think about government bonds?

It is often easier to conceptualise ESG considerations when making investments at a corporate level. A company’s activities are often relatively narrow in focus, and forming a direct link between the company and those activities that we don’t support (polluting, gambling, smoking, drinking and so on) or those that we do (health, education, renewable resources) is usually relatively clear.

13 May 2019
Webcast: 50 years of Recovery Investing
Webcast: 50 years of Recovery Investing

Please join Tom Dobell, fund manager of the M&G Recovery Fund, and other members of the Recovery Team as the fund celebrates its 50th birthday. During the webcast they will discuss why recovery investing is as relevant today as when the fund launched, their outlook on the UK market and why this presents a favourable picture for recovery investing and how the fund is positioned. 

29 April 2019
Why does Zuckerberg want regulation?
Why does Zuckerberg want regulation?

Following two years of debate against Tech giants, Mark Zuckerberg wrote an article asking for regulation

3 April 2019
Is the US bull market long in the tooth?
Is the US bull market long in the tooth?

This March marks the 10-year anniversary of the longest bull market in history that has been ploughing on in the US since early March 2009. The S&P 500 Index has delivered a staggering 400% in total returns over the decade. In addition, the US economic cycle is the second longest…

1 April 2019
Impact isn't ESG
Impact isn't ESG

While responsible investment is hardly a new concept, there is a fair degree of confusion around some of the more recently introduced terminology – namely what is meant by ‘ESG’ (environmental, social and governance) and how this fits into the spectrum of traditional ‘ethical’ investing, ‘sustainable’ investing and ‘impact’ investing.

29 January 2019
Bond Vigilantes - High Yield managers need to up their ESG game: 4 recommendations
Bond Vigilantes - High Yield managers need to up their ESG game: 4 recommendations

Not that we needed anybody’s reassurance, but the UK government’s decision that pension fund trustees must consider financially material ESG (Environmental, Social and Governance) factors in their assessments, definitely helps those who believe that sustainability is becoming a need more than a choice – for society and investors alike.

25 January 2019
Why retail still makes sense for property investors
Why retail still makes sense for property investors

It’s no secret that UK retailers have struggled in 2018. The pressures faced by those at the sharp end of competition from online shopping and changing tastes, often combined with their own challenges, have been well documented.