articles & commentary from M&G Investments

M&G Investments

Investment news for Financial Advisers and Paraplanners - M&G: 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? more...

Partner webcast for advisers and paraplanners - M&G webcast: a sustainable multi-asset approach to investing

Please join us at our next webcast with Maria Municchi, Fund Manager of the M&G Sustainable Multi Asset Fund, as she introduces how the fund incorporates a responsible investment approach into a diversified multi-asset product, accessible to investors of all types. more...

Investment news for Financial Advisers and Paraplanners - M&G Positive Impact Fund Annual Impact Report

There is a spectrum of approaches to responsible investment, from simplistic negative screens that exclude certain sectors or industries to the full integration of ESG factors in the investment process more...

Investment news for Financial Advisers and Paraplanners - M&G: Trading places: battle of the superpowers

Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the ‘Phase one’ US-China trade agreement and looks at how markets could react in 2020. more...

Investment Webcast for Financial Advisers and Paraplanners - M&G Webcasts: Richard Woolnough's outlook for 2020

Watch our latest webcast with Richard Woolnough, Fund Manager of the M&G Optimal Income Fund, as he reflects on the opportunities and challenges for global fixed income in 2020. more...

Investment News for Financial Advisers & Paraplanners - M&G: Investment outlook: What awaits us in 2020?

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

Investment News for Financial Advisers & Paraplanners - Celebrating two years of infrastructure investing

The M&G Global Listed Infrastructure Fund has recently celebrated its two year anniversary. The fund, which is managed by Alex Araujo, launched in October 2017 to give investors access to the compelling investment characteristics of long-life infrastructure assets. more...

Investment news for Financial Advisers and Paraplanners - M&G: Opportunities in infrastructure investing

At M&G we look beyond the large assets that have obvious physical footprints, to the hidden infrastructure facilitating our increasingly digital world. In this short video fund manager, Alex Araujo, looks at the opportunities that evolving infrastructure provides investors, as well as M&G’s approach to investing in this asset class. more...

Investment news for Financial Advisers and Paraplanners - M&G: 2020 outlook – hidden in plain sight

Equity markets have remained relatively resilient year to date, despite investors facing multiple headwinds. In this month’s video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also looks ahead at what could influence markets in 2020. more...

Investment news for Financial Advisers and Paraplanners - The importance of infrastructure

Infrastructure holds an important place in the fabric of modern society, serving as the backbone of the world economy. Yet not enough is being invested in the assets that provide society's essential services. With government finances under pressure and limited expertise in the public sector, the private sector will play a significant role in the restoration and upgrade of our critical infrastructure. more...

Investment news for Financial Advisers and Paraplanners - M&G: 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 more...

Investment news for Financial Advisers and Paraplanners - M&G: 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 global growth backdrop, who have been the biggest winners and losers? more...

Investment videos for Financial Advisers & Paraplanners - M&G: Is active investing ready to make a comeback?

A key feature of the longest equity bull market in history has been the inexorable rise of passive strategies, gathering significant assets under management at the expensive of active managers. However, can the cyclical nature of active and passive performance, combined with the rise in ESG demand restore the balance between the two? more...

Investment news for Financial Advisers and Paraplanners - M&G: 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 central banks as dark clouds loom over the global economy. more...

Investment news for Financial Advisers and Paraplanners - M&G: Lots of noise, but it’s not the end of the world

To date, it has been another interesting year for financial markets. Investors have settled into a scenario of loose monetary policy, which have eased fears of an imminent recession, although volatility remains. more...

Investment news for Financial Advisers and Paraplanners - M&G Meet the Managers 2019: Last chance to register

Register now for the M&G Meet the Managers live stream on Thursday 26 September to hear from six fund managers who will share their insights on equities, fixed income and commercial property. more...

Investment News for Financial Advisers and Paraplanners - M&G: 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 investors’ renewed interest in the yellow metal. more...

Partner Video for Financial Advisers and Paraplanners - 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 positioning. After a positive first half of the year for risk assets, Richard discusses where he believes the best relative value now lies. more...

Investment News for Financial Advisers and Paraplanners - M&G: Broadening trade wars: could Trump take aim at the EU, again?

As the US and China continue their game of ‘tug-of-war’ in trade negotiations, could Trump turn his attention to the EU? Investment specialist, Kirsty Clark, discusses the prospect of a trade war between the US and EU? more...

Investment news for Financial Advisers & Paraplanners - M&G: 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 resort to direct FX intervention, if Fed cuts alone do not suppress dollar strength? more...

Investment News for Financial Advisers and Paraplanners - M&G: Central banks should consider giving people money

If interest rates are a spent force, and finance ministries unreliable partners, who will save the day? Eric Lonergan, Fund Manager, discusses three novel proposals which are gaining support, all of which involve giving people money. more...

Investment News for Financial Advisers and Paraplanners - M&G: 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. more...

Investment news for Financial Advisers & Paraplanners - M&G: Bonds vs Equities: who’s right?

While bonds appear to be signalling an economic slowdown, equities are suggesting growth will continue. In this month’s video, Investment Director, Ritu Vohora looks at the conundrum facing investors, with mixed messages emanating from bond and stock markets. more...

Investment news for Financial Advisers & Paraplanners - M&G: Brexit: Three years on

It is now three years since Britain voted to leave the EU and we are still none the wiser as to the final conclusion. In this note Tristan Hanson, M&G Fund Manager, asks how have financial markets moved since the referendum vote? more...

Investment news for Financial Advisers & Paraplanners - M&G: 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. more...

Investment news for Financial Advisers & Paraplanners - M&G: The changing face of investing

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. Kirsty Clark, Investment Specialist, discusses the key developments that have been the most influential in the evolution of the industry to date. more...

Investment news for Financial Advisers & Paraplanners - M&G Equities: 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 slowdown. more...

Investment News for Financial Advisers & Paraplanners - M&G: How should ESG investors think about government bonds?

Although government bonds from an ESG perspective may be more difficult than for corporates, the role they play is too important to ignore; both in terms of investment opportunities and in shaping the future. Read the latest from Maria Municchi, Fund Manager, as she discusses why government bonds can play a key role in generating return. more...

Investment Webcast for Financial Advisers & Paraplanners - M&G: 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. more...

Investment video for Financial Advisers & Paraplanners - M&G: What to look for when you are investing for impact

In this short video, Ben Constable Maxwell, Head of Stewardship and Impact Investing and Craig Hart from King & Shaxson, an ethical discretionary fund manager, discuss the rise of impact investing and the various factors to take into account when investing for impact. more...

Investment News for Financial Advisers & Paraplanners - Overweight or Underweight Equities?

Are we at the end of the economic cycle? Where can you find value and opportunity in an uncertain world? Listen to the latest thinking on the key themes that are shaping global markets in 2019 from M&G’s Investment Director and Head of Equities Investment Communications, Ritu Vohora. more...

Investment events for Financial Advisers and Paraplanners - Register now – M&G Sustainability Forum

Don’t miss the opportunity to join us for M&G’s Sustainability Forums; a new series of educational, CII accredited events that offer 90 minutes of CPD. Join us to hear from M&G’s expert investment team and external speakers discussing the hot topic of sustainability. more...

Investment Update for Financial Adviser and Paraplanners - M&G Investments: Q2 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, the outlook for corporate bonds and emerging markets, as well as his medium term outlook for the strategy. more...

Investment webcast for Financial Adviser and Paraplanners - M&G Webcasts: Overweight or underweight equities?

Register now for M&G’s next webcast with Ritu Vohora, Investment Director, as she explores the key themes that are shaping global markets in 2019. The webcast will be at 10am on Thursday 25 April. more...

Investment video for Financial Advisers & Paraplanners - M&G: Share buybacks: the good, the bad or the ugly?

In this month’s video, Investment Director, Ritu Vohora looks at the recent ‘buyback wave’ fuelled by corporate tax cuts. Do share buybacks only benefit company executives or do they also create long-term value for shareholders? more...

Investment news for Financial Advisers & Paraplanners - M&G: 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. In this latest article, Ritu Vohora discusses the shift focus of the Fed, inflation, debt and current opportunities with our fund managers across equities, fixed income and multi asset. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Impact isn’t ESG

While responsible investing is hardly a new concept, there is a fair degree of confusion around what is meant by ‘ESG’ and how this fits into the broader spectrum. Veronique Chapplow, Investment Specialist, discusses ESG and how it does not always equal ethical in her latest article. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Webcast: Are we really at the end of the cycle?

Register for our next webcast with Richard Woolnough, fund manager of the M&G Optimal Income Fund, where he will share his latest macroeconomic thinking and how this is impacting the funds positioning. The webcast is on Tuesday 26th March at 10am. more...

Investment webcast for Financial Advisers & Paraplanners - M&G Investments: Webcast: Investment Opportunities in Infrastructure

Register for M&G and Sharing Alpha’s webcast with Alex Araujo, Fund Manager of the M&G (Lux) Global Listed Infrastructure Fund on Tuesday 19th March at 2pm. During the webcast, Alex will discuss the opportunities he sees in the infrastructure sector and will be answering questions from the audience. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Earnings season – some welcome surprises?

Watch this month’s video where 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 positive, particularly in the US. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: The Journey of Sustainable Investing

What we think of as sustainable investing has developed significantly over many years and is now a key item on the agenda. Maria Municchi, Fund Manager, discusses this development as well as outline the multi asset approach to better align the financial and sustainable goals to contribute towards a more sustainable future. more...

Investment news for Financial Advisers & Paraplanners - M&G Investment: A new route to sustainable investing?

Investing provides the opportunity to take part in the world economy, share its challenges and opportunities and influence our future. Discover M&G’s new multi asset approach to sustainable investing in this short video with Maria Municchi, Fund Manager of the recently launched M&G Sustainable Multi Asset Fund. more...

Investment News for Financial Advisers and Paraplanners - M&G: US Fed climbs down from rate hikes

This month’s video looks at the Fed’s dramatic shift to a more dovish stance, with an emphasis on patience. more...

Investment news for Financial Advisers and Paraplanners - Are you investing for impact?

Investing to help improve society and the environment does not mean giving up economic returns. The M&G Positive Impact Fund, launched in November 2018, aims to invest in companies that address the world’s major social and environmental challenges, while generating long-term wealth for its customers. more...

Investment News for Financial Advisers and Paraplanners - M&G: 4 recommendations to up your ESG game

Sustainability is increasingly becoming more of a need than a choice – for society and investors alike. Although a handful of ESG data providers have already emerged to meet this demand, Mario Eisenegger, Investment Specialist, outlines four recommendations to help asset managers up their ESG game. more...

Investment webcast for Financial Advisers and Paraplanners - M&G Webcast: Introducing the M&G Positive Impact Fund

Investing to help improve society and the environment does not mean giving up economic returns. Register for M&G’s next webcast to find out more about impact investing and how it’s different from ESG, as well why investors do not have to sacrifice financial returns to invest in impactful companies. more...

Investment news for Financial Advisers and Paraplanners - M&G: Outlook 2019: Emerging Market Debt

In this short video, fund manager Claudia Calich looks back at key drivers for emerging market debt in 2018 and examines what did and did not work for the Fund, before moving on to discuss key themes on the horizon for 2019. more...

Investment webcast for Financial Advisers and Paraplanners - M&G Webcast: Introducing the M&G Positive Impact Fund

Join us on Thursday 21 February at 10am, where we will discuss the recently launched M&G Positive Impact Fund with John William Olsen, fund manager, and Ben Constable Maxwell, Head of Sustainable and Impact Investing. more...

Investment news for Financial Advisers & Paraplanners - M&G Investment: Downside protection while capturing the upside

In a year characterised by increased volatility and changes in market leadership, financial markets struggled to generate positive returns. However listed infrastructure’s defensive characteristics offers more the low volatility; offering a range of growth opportunities to drive long term performance. more...

Investment news for Financial Advisers & Paraplanners - M&G: Bond Vigilantes Weekly: Globalisation-mecca Davos loses shine as trade wanes

When the presidents of the US, France and Britain cancel their trip to the World Economic Forum at Davos – the mecca of globalisation over the past two decades – to face domestic challenges, no wonder investors are worried about falling global trade, inward-looking policies and hence, lower global growth. more...

Investment update for Financial Advisers & Paraplanners - M&G Fund Update

Watch fund manager Jim Leaviss give his views on key drivers for global markets in the previous year, commenting on what worked well and what didn't for the Fund, moving on to his approach to 2019. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: FTSE 100 celebrates 35 years – a bargain opportunity?

Watch this month’s video where, Investment Director, Ritu Vohora looks at the evolution of the FTSE 100 over the past 35 years and whether UK equities are a buying opportunity. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Emerging Markets: 5 key issues to watch in 2019

Emerging Markets (EM) debt had a torrid 2018 as global macro risks, softer EM growth and idiosyncratic stories, all repriced relatively expensive valuations at the beginning of the year. Are the new prices a better reflection of fundamentals? This will largely depend on the evolution of 5 key topics. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: 2019, fasten your seatbelts?

The new year has started with a blunt reminder of probably everything that investors wanted to forget over the holiday season: economic data is worsening while the oil price continues to fall, dragging down equities and the most equity-like fixed income asset classes. Traditional safe-havens continue to rally, as they did in 2018. more...

Investment news for Financial Advisers & Paraplanners - M&G: Outlook 2019: Risks and opportunities

Watch M&G fund managers Jim Leaviss, Stuart Rhodes and Tristan Hanson discuss where they see challenges and opportunities, as they reflect on what has been a testing 2018. more...

Investment news for Financial Advisers & Paraplanners - M&G Investment: The Rhodes Show

Watch M&G fund managers Stuart Rhodes and Alex Araujo discuss big questions facing income investors in the context of rising interest rates and market volatility. more...

Investment news for Financial Advisers & Paraplanners - M&G: Nowhere to hide – a testing year for investors

In this month’s video, Investment Director, Ritu Vohora reflects on the return of volatility in 2018 and what it means for equities as we look ahead to the new year. more...

Investment news for Financial Advisers & Paraplanners - M&G: Investment themes you can’t ignore

In the eighth in a series of videos looking at the change of investor behaviour over the years and how asset managers have responded, Global Head of Distribution, Jonathan (Joffy) Willcocks revisits previous episodes and looks at some of the themes that will still be relevant to you and your clients in 2019. more...

Investment news for Financial Advisers and Paraplanners - M&G: Finding opportunity in uncertainty

In this short update, Tristan Hanson, fund manager of the M&G Global Target Return Fund, discusses the aim of the Fund, as well as the recent market environment and his outlook going forward into 2019. more...

Video for Financial Advisers and Paraplanners - Face behind the fund: M&G Emerging Markets Bond Fund

In this short video discover more about the face behind the M&G Emerging Markets Bond Fund. Claudia Calich, Fund Manager, discusses her career and experience, as well as reviewing the first half of 2018, the fund's current positioning and sharing her market outlook for the coming months. more...

Investment news for Financial Advisers and Paraplanners - M&G: Brazil’s election: What’s at stake?

Read the latest from Claudia Calich, Fund Manager at M&G, on the run-up to elections that are coming at a particularly delicate time for EMs. more...

Webcasts for Financial Advisers and Paraplanners - Don’t miss out: register to livestream M&G’s Meet the Managers

If you’ve missed the chance to attend a seminar near you, register now for the livestream on Friday 28th September at 10am. Tune in to hear four of M&G’s leading fund managers as they discuss the economic backdrop, markets and where they see challenges and opportunities for investors today. more...

Investment news for Financial Advisers and Paraplanners - M&G: 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 today’s political uncertainty? Watch M&G fund manager Wolfgang Bauer and Investment Director Ana Gil discuss how the clash between growth and political risk are driving markets today, and what opportunities such dynamic might present. more...

Investment news for Financial Advisers and Paraplanners - M&G: Gold – has it lost its lustre?

Gold posted its fifth straight monthly drop and has fallen almost 8% YTD despite escalating trade tensions and geopolitical risks. In this month’s update, Ritu Vohora, Investment Director looks at why the precious metal seems to have lost its lustre and safe haven status. more...

Investment news for Financial Advisers and Paraplanners - M&G: BVTV: Where has all the volatility gone?

Volatility in the US Treasury market has broken records this summer, reaching lows not seen since the 1960s. This can’t just be attributed to the summer lull, so what has been going on? In this week’s episode of BVTV, Laura Frost, Investment Director looks at the opposing forces that have been at work, and examine what influence these have had on the US dollar. Inevitably, most answers lead back to president Trump. more...

Investment news for Financial Advisers and Paraplanners - M&G: Panoramic Weekly: Keep calm and ‘gradually’ hike

After a turbulent start to the month, the second half of August has turned out to be a much calmer period for financial markets. more...

Investment news for Financial Advisers and Paraplanners - Have you registered for M&G’s Meet the Managers Roadshow?

Don’t miss your chance to register for the M&G Meet the Managers 2018 Roadshow, a series of seminars specifically designed for our UK clients. Join M&G’s top fund managers as they discuss the economic backdrop and markets, and where they see challenges and opportunities for investors today. more...

Investment news for Financial Advisers and Paraplanners - Inside the M&G Property Portfolio

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 completely re-developed and is regarded as a best-in-class asset. more...

events for Financial Advisers and Paraplanners - Don’t miss out: M&G Meet the Managers Roadshow

Join us this autumn for the opportunity to hear from M&G’s leading fund managers. With 9 venues around the country, don’t miss a chance to hear their thoughts on key macro trends and asset class performance, as well as how they translate their views in portfolio positioning and strategies. more...

Investment news for Financial Advisers and Paraplanners - M&G: Could tariffs derail the US stockmarkets?

John Weavers, North American equity fund manager at M&G, examines the potential impact of tariffs on US equities through the lens of what has happened so far with China. more...

Investment news for Financial Advisers and Paraplanners - M&G: BVTV: Markets go cold turkey

Market sentiment turned risk-off last week, largely due to the new US sanctions on Russia, which destabilised the ruble, and with the worsening of the situation in Turkey, which sank the lira and hit European lenders to the country. What are these two crises telling us about the state of the global economy? Watch the latest insights from M&G fund manager Wolfgang Bauer. more...

Investment news for Financial Advisers and Paraplanners - M&G: Are the FAANGs losing their bite?

Despite strong earnings growth and reasonable valuations, equity markets continue to be buffeted by swings in sentiment from an escalating trade war. In this month’s equity market perspective, Investment Director, Ritu Vohora looks at the tug-of war between the bulls and the bears. more...

Investment news for Financial Advisers and Paraplanners - M&G: Joffy’s Journal: Why Dividends matter

In the seventh 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 looks at the power of compounding and dividend growth; an income generator craved by many investors. more...

Investment news for Financial Advisers and Paraplanners - M&G: 5 reasons ESG isn’t going away

Environmental, Social and Governance (ESG) factors have emerged as a dominant framework of assessing the long-term sustainability of an organisation. more...

Investment news for Financial Advisers and Paraplanners - M&G: The language of volatility: Facebook and Japanese bonds

Remember last year when most financial commentary was saying that market volatility was too low? That was a pretty unusual state of affairs. Read the latest market perspetives from M&G’s Multi Asset Team. more...

Investment news for Financial Advisers and Paraplanners - M&G: BVTV: Tech in 2018 vs 2000 – ‘don’t look back in anger?’

This week, M&G’s Stephanie Betts takes a look at how the tech sector in 2018 shapes up vs its 2000 predecessor; what are the similarities and differences between the two, and why is momentum (aka hope) currently winning out in the epic battle of earnings vs hope? more...

Investment news for Financial Advisers and Paraplanners - M&G: Re-establishing the legitimacy of global finance through popular reform

No political consensus lasts forever – at least not without reform. The pre-eminence of the liberal economic order prior to the global financial crisis might have tempted us to think that this time would be different. The latest thoughts from Anne Richards, Chief Executive Officer at M&G Investments. more...

Investment news for financial advisers and paraplanners - M&G World Cup 2018: Who will win the Golden Boot?

With World Cup fever captivating the globe and the tournament providing lots of surprises, Investment Director, Ritu Vohora, looks at the importance of having a strong attack and defence strategy when thinking about sector allocation.With World Cup fever captivating the globe and the tournament providing lots of surprises, Investment Director, Ritu Vohora, looks at the importance of having a strong attack and defence strategy when thinking about sector allocation. more...

Investment News for Financial Advisers and Paraplanners - M&G: BVTV: 2018 YTD – meeting consensus expectations?

A late survey predicted equities and EM debt would deliver the best returns this year. What’s changed? more...

Investment News for Financial Advisers and Paraplanners - M&G: BVTV: Assessing credit – cash bonds or CDS?

On BVTV this week: reasons to be constructive on credit; and are CDS or cash bonds currently king? more...

Investment News for Financial Advisers and Paraplanners - M&G: How Europe works

Rules of the game for Eurozone countries is clear: ‘stick by the fiscal rules…or face the market’. more...

Partner Webcast for advisers and Paraplanners - M&G Webcast: A conversation with Alex Araujo

Join this month’s webcast with Alex Araujo, fund manager of M&G’s Global Listed Infrastructure Fund. During the webcast, he will discuss the current environment for listed infrastructure and the impact of rising interest rates as well as the current positioning of the fund. more...

Investment Manager update for Financial Advisers and Paraplanners - M&G: Emerging markets: “Taper tantrum” déjà vu?

In this month’s update Ritu Vohora, 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’? more...

Investment news for Financial Advisers and Paraplanners - M&G: Episode Blog Quick-take: Italian Markets

Why has the recent market response to Italian politics been so much greater than that to instability in Germany and Spain? Or to previous phases in Italy? more...

Investment news for Financial Advisers and Paraplanners - M&G: Never a dull moment – trying to make sense of last week

Political turmoil in Italy and Spain, escalating trade tensions and, for good measure, unexpectedly strong US employment data – to say that markets had a turbulent few days would be an understatement. Taking a step back, here are the 3 lessons we took away from last week. more...

Investment news for Financial Advisers and Paraplanners - M&G: “Unelected Power”: an interview with Paul Tucker

Have central banks become “overmighty citizens”, with too much power and insufficient democratic input? If so, does it matter and what can we do about it? more...

Investment news for Financial Advisers and Paraplanners - M&G: Active versus passive

A key feature of the current equity bull market has been the inexorable rise of passive strategies at the expense of active managers. more...

Investment news for Financial Advisers and Paraplanners - M&G Webcast: M&G Property Portfolio

Join Fiona Rowley on Thursday 24th May for her views on the current property environment as well as an update on the fund and its positioning amid the current environment. more...

Investment news for Financial Advisers and Paraplanners - M&G: BVTV: Why the banking sector picture is mixed?

What’s behind the diverging outlook for US and European banks, and what does this mean for bond and equity investors? more...

Investment news for Financial Advisers and Paraplanners - M&G Investments: The growing role of ESG in investing

In this latest video, Global Head of Distribution, Jonathan Willocks reinforces the importance of ESG principles when thinking about investments. more...

Investment news for Financial Advisers and Paraplanners - M&G: Earnings season – “as good as it gets”?

Are we at ‘peak profits’? Is this as good as it gets? Ritu Vohora, Investment Director, reflects on Q1 earnings so far. more...

Investment news for Financial Advisers and Paraplanners - M&G Investment: Rising interest rates and infrastructure

What is the impact of rising interest rates on infrastructure? In this 2 minute update, Alex Araujo, Fund Manager of M&G’s Global Listed Infrastructure Fund, discusses the impact of rising interest rates on listed infrastructure, what type of infrastructure tend to do well in this environment and what this means for client portfolios. more...

Investment news for Financial Advisers and Paraplanners - M&G Investments: Is it time to go fully short on European duration?

After a stellar 2017, eurozone economic data releases have disappointed recently. This week’s BVTV discusses the region’s prospects, focusing on the key learnings from the latest ECB meeting, why the US Treasury sell-off has so far failed to have a material impact on European rates, and implications for credit markets. more...

Investment news for Financial Advisers and Paraplanners - M&G: BVTV: Then and now

Can a chart from 2007 predict the next big credit sell-off? Jim Leaviss, Head of Retail Fixed Interest and Laura Frost debate on BVTV. more...

Investment Seminars for Financial Advisers & Paraplanners - Don't miss M&G and Prudential at the Learning Matters Seminars in May!

Don't miss the upcoming Learning Matters Seminars in May, designed to give you 90 minutes of structured CPD. With speakers from M&G and Prudential, the event will cover: more...

Investment news for Financial Advisers and Paraplanners - M&G: Can the UK government meet its housing pledge?

The current Conservative Government has pledged to meet its 2015 manifesto commitment to deliver one million homes by the end of 2020 and to “deliver half a million more by the end of 2022“. For this to be met, completions would need to rise to levels not seen since the late 1970s. more...

Investment news for Financial Advisers and Paraplanners - M&G: Trump wars: is Trump’s bark worse than his bite?

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. more...

Investment news for Financial Advisers and Paraplanners - M&G: Chaos reigns: Trade Tech and Treasuries

The number of intra-day S&P price swings in Q1 was the highest since 2016. What is going on? more...

Investment news for Financial Advisers and Paraplanners - M&G Investments: BVTV: A look at the US and UK bond markets

This week on BVTV, we take a look at a sophisticated indicator of US treasury yields and analyse the flattening of the UK gilt curve. more...

Partner Investment webcast for Financial Advisers and Paraplanners - M&G Webcast: Global Target Return Fund

Join Tristan Hanson on Tuesday 27th March for his view on the current investment environment as well as an update on his fund and its positioning amid the current environment. more...

Investment news for Financial Advisers and Paraplanners - M&G Investments: What’s in store for retail?

This week, Stefan Isaacs and Mario Eisenegger discuss the Toys “R” Us saga latest and the wider outlook for retailers. more...

Investment news for Financial Advisers and Paraplanners - M&G Investments: Tariffs, trade wars and economic shockwaves

Will US protectionism lead to a global economic downturn, and what are the implications for the equity and bond markets? more...

Investment news for Financial Advisers and Paraplanners - M&G: Active vs Passive – a fresh perspective

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. more...

Investment news for Financial Advisers and Paraplanners - M&G: Keep calm and stay invested

In this month’s update Ritu Vohora examines the implications of February’s spike in market volatility. The bull market, is likely still intact, but we are entering choppier waters. more...

Investment News for Financial Advisers and Paraplanners - M&G: How Brexit and technology have changed the UK property landscape

After performance weakness in the immediate aftermath of the Brexit referendum, UK property delivered a strong return in 2017. Tony Brown, CIO of M&G Real Estate, discusses where this leaves us in terms of key themes in UK property in the period ahead. more...

Investment news for Financial Advisers and Paraplanners - M&G Global Themes Fund Update

Jamie Horvat, fund manager of the M&G Global Themes fund discusses the recent changes to the fund with investment director, Henrietta Walker, which include changes to the fund objective, investment policy and name change. more...

Investment news for Financial Advisers and Paraplanners - M&G: Carillion case study: All was not what it seemed

In January, construction giant Carillion went into compulsory liquidation, bypassing administration and the chance to continue trading. more...

Investment news for Financial Advisers and Paraplanners - M&G Investments: The calm after the storm?

After a rollercoaster week for equities, this week on BVTV we discuss what drove the correction with M&G multi asset fund manager Craig Moran. more...

Tax news for Financial Advisers and Paraplanners - M&G: US tax reforms – unleashing of ‘animal spirits’?

This month’s update looks at the implications for US tax reform on equities. How much is priced in already and will the new fiscal stimulus provide a boost to US growth? more...

Investment news for Financial Advisers and Paraplanners - M&G: BVTV: Getting to the bottom of subordinated debt

After a great 2017, do AT1 bonds still offer value and what should you watch out for? more...

Investment news for Financial Advisers and Paraplanners - Navigating uncertainty with your investments

Uncertainty can bring discomfort, but it always brings opportunities. There are approaches to investing that look to navigate this uncertainty and chart a steadier course, even in choppy market conditions. Expert fund managers aim to strike the right balance between risk and reward to achieve a particular outcome. Whether that’s managing rising inflation, finding returns in a low yield environment or navigating volatility in tough conditions, M&G offer a range of solutions designed to help your clients. more...

Investment news for Financial Advisers and Paraplanners - M&G Webcast: Global Dividend Fund

Join Stuart Rhodes, fund manager of the Global Divided Fund, on February 7th for an update on the fund, elaborating on the 3 sources of dividend growth before highlighting the opportunities he sees in the current market environment. more...

Investment news for Financial Advisers and Paraplanners - M&G: Davos 2018: Are markets headed towards another financial crisis?

Coming from Davos at this year’s World Economic Forum, Jim Leaviss is joined by M&G’s CEO, Anne Richards, asking the question, are we going to see another financial crisis? more...

Investment news for Financial Advisers and Paraplanners - M&G: Investing for Income

Making sure your clients have enough income to support their needs and aspirations in retirement is never straight forward. The core challenge for advisers today is to ensure your clients can take an income today without compromising the income they can take tomorrow. more...

Investment update for Financial Advisers and Paraplanners - M&G: BVTV: What you really need to know about the US tax reforms

Tune in for this week’s edition of BVTV, where M&G credit analyst Simon Duff gives us the bigger picture of what the reforms means for the tech and telecoms sector and bond market issuance. more...

Investment news for Financial Advisers and Paraplanners - M&G: A summary of Q4 2017

Have we climbed the ‘wall of worry’? Or: How I learned to stop worrying and love the boom. Read the latest from our Episode Blog here more...

Investment news for Financial Advisers and Paraplanners - M&G: A summary of Q4 2017

Have we climbed the ‘wall of worry’? Or: How I learned to stop worrying and love the boom. more...

Investment webcast for Financial Advisers and Paraplanners - M&G Webcast: Global Macro Bond Fund

Join Jim Leaviss on January 19th for his outlook for global bond markets, as well as an update on his fund’s key investment themes and positioning amid this environment. more...

Investment news for Financial Advisers and Paraplanners - M&G: Equities Perspective: It ain’t over yet – macro trends remains supportive

In this month’s update Ritu Vohora, Investment Director, looks at what effect macroeconomic events this year could have on equities. more...

Investment news for Financial Advisers and Paraplanners - M&G: 2018: The end of the (QE) affair

In our latest Panoramic Outlook, Jim Leaviss assesses the forces behind the robust and broad-based nature of global economic growth in recent months and the prospects for this broadly rosy outlook continuing into 2018. He looks at where we are within the current global deleveraging cycle, and asks how high this means that rates can go. In Jim’s view, the quality of investment grade credit has seen significant deterioration in recent years, another factor that is particularly important when considering whether credit spreads can compress further as we go into 2018. more...

Investment news for Financial Advisers and Paraplanners - M&G: Equities Perspective: Not just a stocking filler: 2017 – a year of resilience

In this month’s update Ritu Vohora, Investment Director at M&G, talks about continued global equities rally on the back of positive macro data. She also takes a look back at 2017. more...

Investment event for Financial Advisers & Paraplanners - The Joint Investment Forum

We noticed you haven’t registered for the Joint Investment Forum in January 2018. We will be joined by a panel of the UK’s leading fund managers who will be on hand to share their investment ideas for the year ahead and to answer your questions. Click here to guarantee your placeat the Joint Investment Forum 2018, which is CII accreditted and will contributetowards your structured CPD hours for the year. more...

Investment news for Financial Advisers and Paraplanners - M&G: BVTV: World Cup 2018 – the DM v EM showdown

Following on from last Friday’s suspenseful draw for next summer’s World Cup in Russia, Wolfgang, fund manager, is in the studio this week to discuss some of the pressing macro issues facing this eclectic mix of DM and EM countries, and consider what lies ahead in 2018. more...

Investment news for Financial Advisers and Paraplanners - M&G: UK equities – the silver lining to the Brexit cloud

The stockmarket in the UK hit a new all-time high in early November, but it would be hard to describe the recent UK financial and business press headlines in recent months as unambiguously good news. What’s going on? more...

Investment news for Financial Advisers and Paraplanners - M&G: En route to Kilkenomics

Whilst in Ireland for the annual Kilkenomics festival, Jim Leaviss, Eric Lonergan & Tristan Hanson from M&G’s multi-asset fund management share their thoughts on, amongst other things, why economies are still struggling to generate inflation, inequality and the rise of nationalism, global debt levels and implications of all of these for markets. more...

Investment news for Financial Advisers and Paraplanners - M&G Investments: US yield curve flattening: nothing to see here

Guest contributor – Tristan Hanson (Fund Manager, M&G Multi-Asset Team) The following blog was first posted on M&G’s Multi-Asset Team Blog, www.episodeblog.com. M&G’s Equities Team also regularly post their views at www.equitiesforum.com. The flattening of the US yield curve has inspired much commentary and hand-wringing in certain quarters lately. The concern is overdone. Looking back at perio... more...

Investment news for Financial Advisers and Paraplanners - M&G: BVTV: Middle Eastern tensions and rising oil

With the political risk spotlight swinging towards the Middle East and the price of oil nudging upwards, how does this combination impact the outlook for the emerging markets and what should investors be looking out for? Watch this week’s BVTV for our latest thinking. more...

Investment news for Financial Advisers and Paraplanners - M&G: Equities Perspective: How far can the pendulum swing towards active?

In this month’s update Ritu Vohora, Investment Director, asks whether the environment is now more favourable for active stockpicking. more...

Investment news for Financial Advisers and Paraplanners - M&G: Equities Perspective: How far can the pendulum swing towards active?

In this month’s update Ritu Vohora, Investment Director, asks whether the environment is now more favourable for active stockpicking. more...

Investment news for Financial Advisers and Paraplanners - M&G’s 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 advances in technology, with a particular focus on robo-advice. Watch the video here. more...

Investment news for Financial Advisers and Paraplanners - M&G: Bond Vigilantes: Are markets ignoring the news? The Catalan crisis as a case study

The news which ‘feels’ more important is that which grabs the headlines, so are markets ignoring news flow today in the hunt for short term gains? more...

Investment news for Financial Advisers and Paraplanners - M&G’s Equities Forum: Is the reflation trade back on?

Markets in September saw cyclical equities leading the indices up, ending a four month run of underperformance. However, having seen a similar trend in 2016 that was not sustained into 2017, is there more structural support for the reflation trade this time around? more...

investment news for Financial Advisers and Paraplanners - BVTV: What markets make of Europe’s latest political developments

After a couple of months in which central bank policy moves rather than politics have dominated, investors’ attention has recently been pulled back to the political arena. more...

Investment News for Financial Advisers and Paraplanners - “Responsible Junk” – The challenge of integrating ESG factors into a global high yield bond portfolio

Whether you call it ‘Green’, ‘Responsible Investing’ or ‘ESG’ (environmental, social and governance), there is no doubt that it is now a firmly established part of the investment landscape, having evolved from something of a niche interest to a mainstream concern in the space of just a few years. Growing awareness of a range of environmental and social issues has seen an ever larger number of investors move their focus away from purely financial goals towards an approach that also considers the social and environmental impact of their investments. more...

Investment news for Financial Advisers and Paraplanners - M&G’s BVTV: The race to the next Fed chair

President Trump is expected to announce his pick for the next Fed chair imminently, as Janet Yellen’s term expires in February 2018. Trump being Trump, the outcome is particularly hard to predict. Jim Leaviss joins Pierre Chartres on BVTV today to talk through the leading candidates and what they would mean for financial markets if selected. more...

Investment Commentary for advisers and parapanners - M&G: Learning Matters Seminars

Following previous success, M&G is back with the fourth round of Learning Matters seminars. Join us for the following educational, fund-free sessions: more...

Investment news for Financial Advisers and Paraplanners - M&G: 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 at how demographic changes have begun to change the asset management landscape, and what we can expect in years to come. more...

Investment news for Financial Advisers and Paraplanners - M&G: The value enigma – false dawn or resurgence?

Was last year’s value revival a brief outlier in the post-GFC underperformance versus quality and growth? Or is there still structural support for a long-term value comeback? more...

Investment news for Financial Advisers and Paraplanners - M&G’s BVTV: Inflation surprises and central bank dilemmas

This week on BVTV, Mario Eisenegger is joined by Ben Lord, corporate bond fund manager and inflation specialist. more...

Investment news for Financial Advisers and Paraplanners - M&G Investents: BVTV: The ECB, primary markets, and the insurance industry

This week on BVTV Anthony Doyle speaks with Dr. Wolfgang Bauer, M&G fund manager. more...

Investment news for Financial Advisers and Paraplanners - M&G: Equities Market Perspectives

In this month’s update, Investment Director Ritu Vohora looks at the case for investing in Japanese equities, which is arguably the strongest it’s been for many years. more...

Investment News for advisers and paraplaners - M&G: Joffy’s Journal – Global financial crisis

In this first in a series of videos looking at the change in investor behaviour over the years, Global Head of Retail Sales, Jonathan (Joffy) Willcocks examines the global financial crisis and the ensuing reaction from investors. more...

Investment News for Financial advisers and Paraplanners - M&G: Kicking off Finance

Fund Manager, Jim Leaviss is put through his paces by a hard-hitting, football loving journalist. more...

Investment update for Financial Advisers and Paraplanners - M&G: BVTV: “high yield” in name only

This week on BVTV Anthony Doyle speaks with James Tomlins, M&G fund manager. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Episode blog anniversary edition: 10 years on from the financial crisis

Last month apparently represented the twentieth anniversary of the start of the Asian crisis more...

Investment news for Financial Advisers and Paraplanners - M&G’s Equities Market Perspective

In this month’s update Ritu Vohora, Investment Director, asks if cyclicals are back in the driving seat of the equities rally, and gives a short update on how equities have performed globally across the sectors. more...

Investment News for Financial Advisers and Paraplanners - M&G: Financial conditions suggest the case for more hawkish Fed than inflation dynamics would suggest

A lot has been written on the recent softness in US inflation data, as headline inflation pulled back, with a similar trend in core inflation. more...

M&G’s Bond Vigilantes

Five years on from “whatever it takes” – today marks Mario Draghi’s famous remarks, widely credited with sparking a reversal in the Eurozone’s fortunes. more...

Investment webcast for Financial Advisers and Paraplanners - What next for the UK Commercial Property market? An M&G webcast

Join us on Thursday 27 July at 10:00am for a webcast briefing by Fiona Rowley, fund manager of the M&G Property Portfolio. more...

Investment news for Financial Advisers and Paraplanners - M&G Investments: Sustainable Wealth Creation

John William Olsen discusses sustainable investing; what this means for his funds and how M&G has the resources to support him. more...

Investment news for advisers and paraplanners - M&G Equities Market Perspective: central bank policy

Watch our latest short update on equity market trends with the key theme of central bank policy. more...

Investment news for Financial Advisers and Paraplanners - M&G: BVTV: latest thoughts this week in 3 minutes

This week we discuss; lower oil prices and what this means, BoE and our thoughts on the Euro. more...

Investment video for Financial Advisers and Paraplanners - M&G BVTV: Will the Fed spoil the EM party?

A hiking Fed has caused trouble for Emerging Markets in the past; will history repeat itself? Also, we touch on two things from the Fed meeting that are more interesting than the actual hike itself. Tune in for the latest edition of BVTV, where Fund Manager Claudia Calich joined me to discuss how she has positioned her EM debt portfolios for the second half of the year. more...

Investment news for Financial Advisers and Paraplanners - M&G’s new fund centre

Take a look at M&G’s new fund centre with increased functionality with interactive charts, watchlists and filtering functionality. more...

Investment news for Financial Advisers and Paraplanners - M&G Investments: Bond Vigilantes: The only certainty is more uncertainty

While last week ended with British prime minister Theresa May promising to provide ‘certainty’ after yet another shock election result, for markets, the opposite looks likely to be true. more...

General Election news for Financial Advisers and Paraplanners - M&G: What does the UK Election mean for investors?

Read the latest updates from three of our fund managers; Jim Leaviss, Head of Retail Fixed Interest; Steven Andrew and Eric Lonergan, Multi Asset Fund Managers. more...

Investment update for Financial Advisers and Paraplanners - Falling default rates and high yields. Too good to be true?

With only one issuer defaulting in the first quarter of 2017 (compared to eight in the same period 12 months ago), the emerging market (EM) hard currency corporate bond asset class has until now met expectations that its default rate could be significantly lower in 2017. more...

Investment comment for Financial Advisers and Paraplanners - M&G Investments; Grave New World by Stephen King

Stephen King, economic adviser at HSBC talks about his new book ‘Grave New World’ discussing the latest reversal of trends. more...

Partner video for Financial Advisers and Paraplanners - M&G: BVTV: Trump, Temer … and the I-word

This week on BVTV we discuss the political uncertainty surrounding the Trump presidency and Brazilian leader Michel Temer. more...

Investment news for Financial Advisers and Paraplanners - M&G Optimal Income Fund update with Richard Woolnough

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

Investment news for Financial Advisers and Paraplanners - M&G Equities Market Perspective

M&A activity has begun 2017 on a positive note after falling in 2016. more...

Investment update for Financial Advisers and Paraplanners - M&G: Fixed income investing in a rising inflation environment

With inflation showing early signs of a comeback over the first few months of 2017, how should fixed income investors go about positioning their portfolio to guard against a further pick-up in consumer prices? more...

Investment videos for Financial Advisers and Paraplanners - 100 days of Trump: BVTV Special

With US President Donald Trump’s first 100 days in office fast approaching, what has this milestone meant so far for markets, and – more importantly – what should investors be looking for from this point on? more...

Investment news for Financial Advisers and Paraplanners - M&G’s Bond Vigilantes: Eurobonds: one bond to fund them all

The German federal election in September still seems far away. However, for the first time in years, it appears possible that Angela Merkel could actually lose the election. more...

Partner competition for Financial Advisers and Paraplanners - Win a pair of tickets to the RHS Chelsea Flower Show with M&G

To mark their eighth consecutive year of sponsorship and long-standing partnership with the RHS, M&G are giving you the chance to win a pair of tickets to this year's RHS Chelsea Flower Show. more...

Investment news for Financial Advisers and Paraplanners - M&G: An interview with Richard Woolnough

Richard Woolnough shares his thoughts on the remainder of 2017 and talks about why it’s important to remain flexible. more...

Investment news for Financial Advisers and Paraplanners - M&G Global Recovery Fund

Fund Manager David Williams discusses the tried and tested investment approach of the contrarian M&G Global Recovery Fund. more...

Investment webcast for Financial Advisers and Paraplanners - M&G Equities Market Perspective: latest

In this month’s update, Investment Director Ritu Vohora reviews the continued rally in global equities and discusses the European enigma of to buy or not to buy. more...

Investment Events for Financial Advisers and Paraplanners - M&G: Learning Matters Seminars

M&G are back with their Majoring on the Macro roadshows. Returning for the second successful year, come and hear fund-free discussions on: more...

Budget news for Financial Advisers and Paraplanners - M&G: Spring Budget 2017: what stands out for UK Investors

The British Chancellor of the Exchequer, Philip Hammond, has delivered his first (and final) Spring Budget, painting a picture of a resilient UK economy but refraining from announcing any major tax or spending policies. more...

Investment news for Financial Advisers and Paraplanners - M&G Recovery Fund update

In this client-friendly video, Tom Dobell, manager of the M&G Recovery Fund, provides an update on the fund’s performance and positioning. more...

Investment news for Financial Advisers and Paraplanners - M&G BVTV: And the Oscar goes to….Political risk

We’ve talked before about how important political risk will be in 2017, as French markets have been the latest to discover. Tune in to this week’s edition, where Fund Manager Wolfgang Bauer joins me as we discuss: 1. What’s the impact of political uncertainty on French OATs? 2. Is political risk spilling over into the corporate arena: what’s behind the decoupling of European and US credit risk? 3. Does the failed Kraft/Unilever deal offer investment opportunities? more...

Investment news for Financial Advisers and Paraplanners - M&G BVTV: Emerging Markets Special

Next Monday’s BVTV will be an emerging markets special, featuring retail fixed interest deputy fund manager Charles de Quinsonas and his equity market counterpart Michael Bourke. They will discuss topics such as stabilising EM fundamentals, the impact of the ongoing global hunt for yield, and their thoughts on what Trump really means for the asset class, all against the backdrop of the very latest developments in emerging markets. more...

Webcast for Financial Advisers and Paraplanners - M&G Global Dividend Fund Webcast with Stuart Rhodes

On 1st March at 10am, Stuart will provide a detailed update on the fund, starting with the drivers of performance in 2016. more...

Investment news for Financial Advisers and Paraplanners - M&G: Sustainable investments: a focused approach

The M&G Global Select Fund is a core global equity strategy, investing in a concentrated portfolio of quality companies more...

Mortgage news for Financial Advisers and Paraplanners - M&G Bond Vigilantes: Mortgages and monetary policy in the US and UK

The cost of new mortgage borrowing and payments on outstanding household debt can have a large impact on the rate of growth of an economy. For this reason, central bankers are interested in the transmission mechanism of monetary policy. It has been shown that interest rates can have a stronger influence on an economy where there are a high proportion of variable rather than fixed-rate mortgages… more...

Investment news for Financial Advisers and Paraplanners - Equities Market Perspective from M&G

In this month’s update, Investment Director Ritu Vohora reviews the buoyant start to the year global equities made as the rotation to more cyclical stocks continued. In our theme this month, Ritu looks at the sustainability of the equities rally. more...

Investment news for Financial Advisers and Paraplanners - M&G’s Bond Vigilantes: BVTV

Join the debate: tune in every Monday morning to hear the stories making market headlines and the latest views from M&G’s Bond Vigilantes team. more...

Investment news for Financial Advisers and Paraplanners - M&G: ‘Diversified Growth funds’ deliver most divergent returns since the financial crisis

DGFs typically seek to generate returns comparable to the stock market but with lower volatility. They have been successful at raising assets in a world where many institutional investors have been ‘de-risking’ and the return of capital has been emphasised relative to the return on capital. more...

Investment news for Financial Advisers and Paraplanners - M&G’s Bond Vigilantes: President Trump will be good for the transmission mechanism of animal spirits

The world will soon turn to the inauguration of Donald Trump. For at least the next four years, global investment markets will be focusing on his Presidency. This is always the case when a new President takes over the reins of the most economically powerful country in the world, but why does it feel more important this time? more...

Investment news for Financial Advisers and Paraplanners - M&G Insight 2017: for your clients

M&G Insight 2017: a collection of thought-provoking ideas from our investment experts to help you understand some of the themes that could define the investment climate in 2017. more...

Investment news for Financial Advisers and Paraplanners - M&G: Myths about risk – understanding investment risk

It is not surprising that many investors are cautious about taking on ‘risk’ with their money. However, what if the biggest risk is misunderstanding risk itself? An overly cautious approach may make it difficult to achieve financial goals. In this note, the M&G Multi Asset team aims to dispel some of the myths about risk that may be preventing your clients from taking advantage of opportunities to put their cash to work for better outcomes. more...

Investment News for Financial Advisers and Paraplanners - M&G Bond Vigilantes: Emerging Market Debt

Despite a year of high political turmoil – which of course included the UK EU referendum and the US elections more...

Investment News for Financial Advisers and Paraplanners - Introducing the M&G Absolute Return Bond Fund

Watch our 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 different and who it could be suitable for. more...

Investment training for Financial Advisers and Paraplanners - M&G: Demonstrating resilience in volatile markets

The M&G Global Floating Rate High Yield Fund gives investors access to a globally diversified, actively managed portfolio of high yield floating rate notes (FRNs). more...

Investment training for Financial Advisers and Paraplanners - M&G: Fixed income Masterclass – CPD

In this Asset TV Masterclass on Fixed Income, M&G Fund Manager Wolfgang Bauer is on a panel with three other experts to discuss the backdrop of fixed income, the timescale of a US interest rate rise, pros and cons of ATFs and give their individual views on emerging markets. more...

Investment news for Financial Advisers and Paraplanners - A whole new ball game. M&G 2017 economic and bond market outlook.

In our latest Panoramic Outlook, Jim Leaviss has a look at the forces that resulted in a tumultuous year for establishment politics, the ECB’s quantitative easing dilemma and the prospects for emerging markets in 2017. more...

Investment Webcast for Financial Advisers and Paraplanners - M&G Global Emerging Markets – where is the opportunity following the recent Trump-induced sell off?

Join us on Thursday 8 December 2016 for a webcast briefing by Matthew Vaight, fund manager of the M&G Global Emerging Markets Fund. more...

Investment news for Financial Advisers and Paraplanners - M&G Bond Vigilantes: Beyond hard, soft and no Brexit

Recent declarations by political leaders suggest that a hard Brexit is the most likely outcome of the negotiation between the European Union and the United Kingdom that will start next spring after the UK government triggers Article 50. more...

Investment news for Financial Advisers and Paraplanners - M&G: Two ways to play emerging markets

When investing in bonds from emerging markets, we believe that choosing the right mix between government and corporate issues in local and ‘hard’ currency (that is, foreign currency such as US dollars), together with careful country and security selection, are key factors in seeking to maximise returns. more...

Investment News for Financial Advisers and Paraplanners - M&G Optimal Income Fund Update

In the latest M&G Optimal Income Fund update video, Stefan Isaacs, Fund Manager, discusses the fund’s defensive position and what has been driving performance recently. He also gives his outlook for fixed income and which asset classes he’s seeing most value in. more...

Investment News for Financial Advisers and Paraplanners - M&G Flexible global bond investing – the benefits

Fixed income investors are only too aware of the difficulties they face in finding returns that only 15 years ago would have seemed moderate. In an era of negative government bond yields, stubbornly low inflation and high asset prices, investors need to work harder to find yield. However, opportunities do exist for investors able to adopt a flexible, benchmark-unconstrained approach to investing. more...

Investment News for Financial Advisers and Paraplanners - 10am US Election webcast: M&G

We would like to invite you to join us this morning at 10:00 GMT Wednesday 9 November, for a webcast briefing by Jim Leaviss, Head of Retail Fixed Interest and Steven Andrew, Fund Manager in the Multi Asset Team. more...

Investment News for Financial Advisers and Paraplanners - M&G Equities Market Perspective

In this month’s update, Investment Director, Ritu Vohora, reviews October’s asset class winners and losers and our theme looks at the performance of low volatility styles. Have they run their course? Especially, given their underperformance has intensified in recent weeks. more...

Investment News for Financial Advisers and Paraplanners - M&G: Opportunities in improving fundamentals and valuation dispersion

Emerging markets equities have rallied this year and outperformed developed market shares as macroeconomic fears have abated. more...

Investment News for Financial Advisers and Paraplanners - M&G: UK Property Market Outlook

On 4 November, the temporary suspension of the M&G Property Portfolio and M&G Feeder of Property Portfolio (the ‘fund’ or ‘funds’) which has been in place since 4 July was lifted. Read more about the M&G Property Portfolio and our outlook on the UK Property Market. more...

Investment News for Financial Advisers and Paraplanners - M&G: Troubled by negative bond yields?

Global growth concerns, central bank bond-buying programmes and Brexit-related uncertainties have sent government bond yields tumbling to record lows in recent months. Interest rates remain pinned close to zero across the developed world, while vast swathes of the government bond market – and even areas of the corporate bond market - now trade at negative yields. more...

Investment news for Financial Advisers and Paraplanners - M&G’s Equities Perspectives

In this month’s update, Ritu Vohora reviews September’s asset class winners and losers and our theme looks at the macro challenges and the micro themes in European equity markets. more...

Investment news for advisers and paraplanners - M&G Optimal Income Fund update

In the latest M&G Optimal Income Fund update video, Richard Woolnough discusses how the fund is currently positioned, what the drivers of performance have been year to date and what the outlook for fixed income is. more...

Investment News for Financial Advisers and Paraplanners - M&G: Either the demographic bond models are broken, or yields are headed to 10%

In this, the latest of M&G's series of Panoramic publications, the Bond Vigilantes team look at the old demographic fixed income models and examine why they used to work, and why they've been rendered useless by globalisation. more...

Investment survey for Financial Advisers and Paraplanners - M&G Survey: Perception vs. Reality

Perception vs Reality: uncovering valuable insights into the public’s view of the economy, their finances and how these could be affecting their income realities. more...

Investment webcast for Financial Advisers and Paraplanners - M&G Global Dividend Fund webcast

Join us on Wednesday 21 September at 10.00am for a webcast briefing by Stuart Rhodes, fund manager of the M&G Global Dividend Fund. more...

Investment News for Financial Advisers and Paraplanners - Brexit and beyond: Citywire interviews Jonathon Willcocks from M&G

Jonathan Willcocks, Global Head of Retail Sales, discusses the key trends affecting the industry today with Natalie Breen from Citywire. more...

Investment News for Financial Advisers and Paraplanners - M&G Discovering GEMS in emerging markets

Contrary to popular belief, economic growth does not deliver stockmarket success. Companies are what really matter. more...

Investment Webcast for Financial Advisers and Paraplanners - M&G Optimal Income Fund webcast

Join us on Tuesday 13 September at 9.30am for a webcast briefing by Richard Woolnough, fund manager of the M&G Optimal Income Fund. more...

Investment video for Financial Advisers and Paraplanners - M&G Global Emerging Markets Fund Update August 2016

In the latest M&G Global Emerging Markets Fund update video, Fund Manager, Matthew Vaight discusses emerging market valuations, areas where the team is finding value and why choosing a value/contrarian approach can lead to good long-term returns. more...

Investment News for Financial Advisers and Paraplanners - M&G Equities Market Perspectives

In this month’s update, Investment Director Ritu Vohora reviews the impact of equity market movements in August, along with the sector performance and styles. The theme this month looks at the upcoming US presidential election in November and the potential repercussions it could have on equity markets. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Episode blog: It’s all gone quiet: does this mean we are due a crash?

By Stuart Canning: In the world of finance, the insatiable demand for content means that even when not much is happening, it becomes a topic of conversation more...

Investment News for Financial Advisers and Paraplanners - M&G: The hunt is on – standing out from the herd

By Ritu Vohora: Having grown up in Kenya and spent lots of time in the African savanna, I have always been fascinated by herd behaviour. The annual wildebeest migration sees over two million animals migrate to find greener pastures. In their quest they may be hunted, stalked and run down by larger carnivores. For the wildebeest, following the herd is not just a good idea – it can be a lifesaver for susceptible animals looking for safety from predators. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Bond Vigilantes case study: Could Trump’s brand affect bond prices?

As the US presidential race continues, I now take a bottom-up micro view and assess Trump’s potential impact on an individual bond issue associated with the Trump Organization. more...

Investment news for Financial Advisers and Paraplanners - M&G Global Floating Rate High Yield Fund: A defensive approach

For investors seeking an attractive and stable income stream, we believe high yield floating rate notes (FRNs) represent a compelling proposition. In a world of record low government bond yields and heightened volatility across asset classes, high yield FRNs offer a solid source of income, while being less exposed to the downside risks that can be associated with other higher-yielding assets. more...

Investment news for Financial Advisers and Paraplanners - M&G Equities Forum: Watch out! The new tech companies are eating your lunch!

Technology is the biggest sector in the S&P 500 index and accounts for five of the top ten largest companies. more...

Investment news for financial advisers & paraplanners - Four years of the ECB doing ‘whatever it takes’: from M&G’s Bond Vigilantes

Transport yourself back to July 26, 2012. Borrowing costs for the “peripheral” European nations are uncomfortably high. more...

Investment News for Financial Advisers and Paraplanners - M&G Optimal Income Fund video update

In the latest M&G Optimal Income Fund update video, Fund Manager, Stefan Isaacs discusses how the fund is positioned post-Brexit and what the market implications are post-Brexit. more...

Investment webcast for Financial Advisers and Paraplanners - M&G Recovery Fund webcast: A conversation with Tom Dobell

Join M&G Investments on Tuesday 26 July at 10am for a webcast briefing by Tom Dobell, manager of the M&G Recovery Fund. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Episode blog: Coping with event risk: how to tackle the next Brexit

After the UK referendum on EU membership, attention for many now turns to the next “event”: perhaps the next meeting of a major central bank, Italy’s referendum on constitutional reform, or the US presidential election. You can be certain each of these events will generate considerable media coverage and opinion. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Bond Vigialntes: Richard Woolnough’s views on the U.S. economy and bond markets

In the second part of the video from our recent New York research trip, M&G’s Richard Woolnough takes a look at three more topics; the US labour market, oil prices and the Presidential race – Trump versus Clinton. more...

Investment news for Financial Advisers and Paraplanners - M&G Property Portfolio update – webcast

The EU Referendum result has had far-reaching political and economic consequences that continue to unravel on an almost daily basis. Within asset management, the UK commercial property sector has been impacted, with a wave of client redemptions causing many of the industry’s largest retail property funds to temporarily suspend trading. more...

Investment News for Financial Advisers and Paraplanners - M&G Equities market perspective

Global markets and the political and economic landscape were dominated last month by the unexpected result in the UK’s EU referendum. more...

Investment news for Financial Advisers and Paraplanners - M&G’s Fixed Income Panoramic Outlook

Conventional wisdom suggests that equity markets are more diverse and better-performing than bond markets, particularly from an active investor’s perspective. However, the evolution of the highly dynamic corporate bond market counters this view. Over time, credit markets have matured to become an increasingly significant asset class, now offering a far broader range of investment opportunities than in the past. more...

Investment news for Financial Advisers and Paraplanners - M&G: Bond Vigilantes: The rise in UK inflation expectations since Brexit

From Ben Lord: I wrote ahead of the UK referendum that I felt front end index-linked bonds were a good way to play the uncertainty surrounding the result, given the fact that they have crucial non-binary hedge characteristics. Since the result, breakevens (i.e. the market’s expectation of future inflation) have behaved exactly as expected, rallying. more...

Brexit update for financial advisers and paraplanners and category - Keep updated with M&G Investments

As the last ballot papers are counted and the British public issue its verdict on whether the UK should remain a member of the European Union (EU), M&G's fund managers are sharing their views on how the markets are reacting to the historic decision and what impact the result may have on investments. more...

Brexit webcast for Financial Advisers and Paraplanners - Hear M&G's reaction to the referendum result – A M&G webcast with Jim Leaviss and Steven Andrew

Join us on the morning of 24 June 2016 at 11:00 GMT (12:00 CET), for a webcast briefing by Jim Leaviss, Head of Retail Fixed Interest and Steven Andrew, Fund Manager in the Multi Asset Team. more...

Investment News for Financial Advisers and Paraplanners - M&G Investments: As investors, what should we be thinking about with the referendum looming?

M&G Investments does not have a single house view, but our investment teams have been monitoring the campaign closely and have shared some of their thoughts about the implications of the vote for investment. more...

Investment News for Financial Advisers and Paraplanners - M&G Bond Vigilantes: The US economy is not slowing down, it’s getting close to full employment

It is well known that US Employment reports (especially the headline payrolls number) should be taken with a large pinch of salt, as the report is often subject to large revisions and has a margin of error of almost 100,000 jobs. more...

Investment News for Financial Advisers and Paraplanners - Video update on the M&G Global Macro Bond Fund with Jim Leaviss

In his latest video update, Jim Leaviss Fund Manager of the M&G Global Macro Bond Fund discusses how his fund is currently positioned, with movements in credit, risky assets and emerging markets. more...

Brexit News for Financial Advisers and Paraplanners - Brexit referendum: An M&G webcast with Jim Leaviss

Join us on the morning after the Brexit referendum, at 11am on Friday 24 June, for a webcast briefing by Jim Leaviss, Head of Retail Fixed Interest at M&G. more...

Investment News for Financial Advisers and Paraplanners - Watch the Monthly Fund Update on the M&G Optimal Income Fund

In the latest M&G Optimal Income Fund update video, Fund Manager, Richard Woolnough, discusses the fund’s current position and duration, along with how they manage risk-free bonds in the fund. more...

Investment News for Financial Advisers and Paraplanners - Where are the best ideas in Emerging Market debt? An M&G webcast with Claudia Calich

For Claudia Calich, manager of the M&G Emerging Markets Bond Fund, successful asset allocation and security selection are as important as ever when seeking to maximise returns by investing in emerging debt markets. more...

Investment news for Financial Advisers and Paraplanners - M&G Investments – Thoughts on the upcoming EU referendum

There has been a sharp rise in global focus on Brexit risk in recent weeks, and we expect this to continue and even to increase in the run-up to the vote. more...

Investment News for Financial Advisers and Paraplanners - More on Active vs Passive investing – fundamentally different approaches to investment management

An understanding and awareness between the two approaches can help ensure that the ones an investor picks for their portfolio are best placed to meet their investment goals. more...

investment news for advisers - M&G Investments: Test your fixed income talent to win!

The M&G Retail Fixed Interest team manages a wide range of bond funds. While each fund differs in terms of its specific investment strategy, they can be grouped into four categories, according to the environment that we consider to be the most conducive to its ability to perform. Our two flexible bond funds are designed to perform across different market environments. more...

Investment News for Financial Advisers and Paraplanners - M&G Global Emerging Markets Fund: Value opportunities in emerging markets

An improving macroeconomic backdrop has helped emerging market equities rebound from their poor start to the year. more...

Investment News for Financial Advisers and Paraplanners - M&G Investments: Multi-asset Market Outlook

Watch Investment Director Ana Cuddeford provide an update on financial markets and where the market opportunities could be. more...

Investment News for Financial Advisers and Paraplanners - M&G Investments: Fixed Income Masterclass with Asset.tv

In this Masterclass on Fixed Income, two experts discuss where the value lies in fixed income, issues facing the fed, the Brexit and presidency issues. more...

M&G Optimal Income Fund: A view from the desk

Read our latest monthly update on the M&G Optimal Income Fund, straight from the fund management desk. This month’s View from the Desk focuses on performance, duration, and positioning within the fund. We are committed to providing our clients with information as soon as possible and as a result, some of the data in this update is preliminary and subject to change. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Bond Vigilantes: How severe is the current energy sector default cycle?

To date the defaults we’ve seen in the US high yield market have largely occurred in the energy/commodity sectors. To see whether this trend is likely to persist I spent some time comparing the current default cycle with that of the US telco sector in the early 2000’s. more...

Investment News for Financial Advisers and Paraplanners - M&G Investments: With volatility come opportunity

Given the changes made to the pensions regime over the past few years, investors now have more freedom to put their savings to work in order to fund their retirement. more...

Investment News for Financial Advisers and Paraplanners - Last day to win tickets to the Chelsea Flower Show with M&G

For your chance to win a pair of tickets to see the many spectacular gardens on display this year, simply follow the link and answer the survey questions. Open to investment professional UK residents. 18+. Closes 29 April 2016. Terms apply. more...

Partner Competition for Financial Advisers and Paraplanners - Win tickets to the Chelsea Flower Show with M&G Investments

For your chance to win a pair of tickets to see the many spectacular gardens on display this year, simply follow the link and answer the survey questions. Open to investment professional UK residents. 18+. Closes 29 April 2016. Terms apply. more...

Investment News for Financial Advisers and Paraplanners - M&G Investments: Key factors for investing in fixed income

A question investors often ask is what type of environment is most favourable for bonds. In truth, there is no straightforward answer as it very much depends on the type of bonds. more...

Investment News for Financial Advisers and Paraplanners - M&G Optimal Income Fund: A fund for all seasons

M&G’s largest fund boasts an impressive long-term track record. But does its flexible mandate, combined with Fund Manager Richard Woolnough’s long-term, value-driven approach, make for a compelling investment choice for the future? more...

Educational workshops for Financial Advisers and Paraplanners - M&G Learning Matters Seminars: Majoring on the Macro

As macro-economic factors continue to contribute to and influence asset class returns, the need to understand, interpret and translate the possible effects into suitable client investment portfolios is ever present. To that end, M&G Investments have established a biannual round of nationwide workshops with the exclusive aim of providing timely, educational and product free global macro views. These will also be delivered in conjunction with other relevant topics. more...

Investment Webcast for Financial Advisers and Paraplanners - M&G Global Emerging Markets Fund Webcast with Matthew Vaight

Join us on Wednesday 27th April for a webcast briefing by Matthew Vaight, fund manager of the M&G Global Emerging Markets Fund. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Episode Blog: Feeling deflated: What’s at the core of inflation expectations?

We’ve been hearing a lot more noise about the risk of deflation lately. Oil price declines over the past 18 months have dragged headline inflation rates down and this has coincided with a sharp decline in market-implied inflation expectations. St Louis Fed President James Bullard recently cited an argument against raising rates. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Bond Vigilantes: Has the ECB reached the limits of monetary policy?

The simple answer is a no. Eric Lonergan in a guest blog has before debunked the idea that central banks are at the zero bound. And since then the market has become increasingly confident that the ECB will cut its deposit rate further into negative territory at tomorrow’s meeting. And it has reason to do so. more...

Investment news for Financial Advisers and Paraplanners - M&G Investments: Thoughts on EU referendum

There has been a sharp rise in global focus on Brexit risk in recent weeks, and we expect this to continue and even to increase in the run up to the vote. more...

Investment News for financial advisers and paraplanners - An interview with James Tomlins: M&G Global Floating Rate High Yield Fund

Rupert Wooster, head of discretionary sales at M&G interviews James Tomlins, the lead manager of the M&G Global Floating Rate High Yield fund, discussing the investment and philosophy of the fund. more...

Investment News for Financial Advisers and Paraplanners - Is it the time to buy back risk? An M&G webcast with James Tomlins

James thinks global high yield bonds could deliver double-digit returns in the medium term, despite current macroeconomic risks and an expected increase in defaults. Are you ready? In the webcast, James will provide an update on the HY funds he manages, covering performance, positioning and, most importantly, the reasons behind his positive view on valuations. more...

Investment news for financial advisers and paraplanners - Investment intelligence in focus: M&G UK Select Fund

The weak backdrop and poor headline performance numbers from UK equities can be largely attributed to the underperforming resources stocks and banks. A number of other sectors and individual shares performed strongly in 2015. Whilst the market struggled in a broad sense, there were plenty of opportunities for stockpickers such as the M&G UK Select Fund. Going forward, the UK market faces a short-term headwind in the form of Brexit. more...

Investment Webcast for financial advisers and paraplanners - M&G Investments: Insights and market updates

Visit our Insights and market updates page for insights, thought leadership and market commentaries straight from the fund management floor. Now including M&G Connect podcasts: providing access to our fund managers and specialists. more...

Panacea virtual event for Financial Advisers and Paraplanners - Retirement Choices 2016: Join us at the M&G stand for videos, guides and thought-leadership

At M&G, we understand the key role advisers have to play in helping people find the right solutions for making adequate provisions for long, comfortable financial futures. To help your clients understand the importance of a financial plan we have a range of articles, client-facing materials and conversation starters on our Income Realities site. more...

Investment News for Financial Advisers and Paraplanners - Are the markets telling us something? Making sense of stomach churning price action: webcast with M&G’s Steven Andrew

With asset prices falling across the globe, fear has become the predominant emotion driving markets. In this environment it becomes even more important to separate fact from fiction and to have the emotional resilience to pick up opportunities when they arise. The nature of these opportunities means that, by definition, it can feel very uncomfortable going against the crowd, but no one said generating differentiated returns would be easy. more...

Investment News for Financial Advisers and Paraplanners - M&G Global Basics Fund: Thematic evolution

This year’s Annual Investment Forum provided the first opportunity for recently appointed lead manager Jamie Horvat to outline his investment process and his focus on the evolution of the themes within the M&G Global Basics Fund. Working with co-manager Randeep Somel, Jamie will look to identify companies that exploit new and emerging trends arising from structural shifts in the global economy. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Eric Lonergan: Errors in the pricing of equity risk

At M&G’s Annual Investment Forum last week, Eric Lonergan of the Episode team discussed what he sees as the two big questions affecting investment today. Namely, ‘Why do equity markets appear to offer such high compensation for risk?’ and ‘Are we about to enter recession?’ Here is a video of his talk along with some accompanying notes and additions. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Eric Lonergan: Errors in the pricing of equity risk

At M&G’s Annual Investment Forum last week, Eric Lonergan of the Episode team discussed what he sees as the two big questions affecting investment today. Namely, ‘Why do equity markets appear to offer such high compensation for risk?’ and ‘Are we about to enter recession?’ Here is a video of his talk along with some accompanying notes and additions. more...

Investment News for Financial Advisers and Paraplanners - M&G Optimal Income Fund: 2015 review and outlook for 2016

Performance suffered in a bear market for credit in 2015, but looking ahead, we maintain our high-conviction view that the US economy will not lapse into recession, aided by a low oil price. more...

Investment News for Financial Advisers and Paraplanners - New: The Equities Forum by M&G Investments

The Equities Forum by M&G is an opportunity to share and debate often differing views on a wide range of themes and topics that matter to equity investors. more...

Investment News for Financial Advisers and Paraplanners - M&G: What’s all this fuss about a recession?

M&G Fund Manager Steven Andrew writes for The Episode Blog: It has not been a Happy New Year for financial markets. Fear is the predominant emotion, coupled with a sprinkling of self-righteousness as perennial bears find their voice once more. As always we need to be careful to separate fact from fiction (or forecast, if you prefer). more...

Investment news for Financial Advisers and Paraplanners - M&G Optimal Income Fund webcast with Richard Woolnough

The world after China and oil slump: what sense do we make of economics and valuations? more...

Investment news for Financial Advisers and Paraplanners - M&G Connect: Listen to the latest fund updates

M&G Connect aims to keep you connected with M&G’s investment team, providing short and informative updates directly from the fund management floor. more...

Investment News for Financial Advisers and Paraplanners - M&G Investments: Client-facing zone

Find a wide range of information, investment insights and educational guides designed to help your clients increase their financial knowledge and gain a better understanding of the investment world, including our spin-free guides on Income, Property, Bonds, Risk, Equities and Investing. more...

investment News for Financial Advisers and Paraplanners - M&G Investments: Multi-asset Market Outlook

The dominant topic for investors today remains global policy activity. Markets have set themselves in ‘policy watch’ mode. more...

Investment News for Financial Advisers and Paraplanners - M&G Investments: Panoramic Outlook

Fund Manager Jim Leaviss looks towards 2016 in his latest Panoramic Outlook, including his thoughts on wage growth, inflation and quantitative tightening. Jim wraps up with two book recommendations for your Christmas lists this year. more...

Investment News for Financial Advisers and Paraplanners - M&G Bond Vigilantes Christmas Quiz 2015

The 9th annual Bond Vigilantes Christmas Quiz. 20 questions, and the closing date for entries is midday on Thursday 24th December. more...

Investment News for Financial Advisers and Paraplanners - M&G Bond Vigilantes Christmas Quiz 2015

The 9th annual Bond Vigilantes Christmas Quiz. 20 questions, and the closing date for entries is midday on Thursday 24th December. more...

Investment News for Financial Advisers and Paraplanners - M&G: Register now for The Joint Investment Forum 2016

Start the year by gaining valuable insights from four of the UK’s leading investment groups and contribute to your structured CPD hours for 2016. Choose from one of the ten venues across the UK. M&G’s Steven Andrew and Tony Finding discuss Dynamic Asset Allocation, discussing the key events driving current asset class returns and how this translates into current asset allocation. more...

Investment News for Financial Advisers and Paraplanners - M&G Global Macro Bond Fund webcast invitation

We would be delighted if you could join us on Thursday 17 December 2015 for a webcast briefing by Jim Leaviss, Head of Retail Fixed Interest at M&G and manager of the M&G Global Macro Bond Fund. more...

Investment News for Financial Advisers and Paraplanners - M&G Investments: Why investment grade bond funds should still be on investors' radars

Gordon Harding explains to Trusnet’s Alex Paget where the areas of value are in the investment grade bond market and why the asset class can play an important role in portfolios. more...

Investment news for financial advisers and paraplanners - M&G Investments: Has a buying opportunity finally opened up in emerging market debt?

Gordon Harding tells FE Trustnet why an attractive entry point may have opened up in this very out-of-favour asset class. more...

Investment news for financial advisers and paraplanners - M&G Investments: Are gilts still the ‘safe haven’ they once were?

They are known to rally when the equity market gets hit with bad news but increased correlation between gilts and higher risk assets in recent years has seen some worry they will no longer be an area of relative safety. more...

Investment news for financial advisers and paraplanners - The Retirement Story: 5 years on

The M&G Episode Income Fund turns five years old this week. To mark the occasion, we are giving you the chance to win one of two bottles of Bollinger Grand Annee Vintage Champagne *. more...

Retirement news for Financial advisers and paraplanners - M&G: 5 key retirement issues

M&G’s Technical Director Julian Hince, and Investment Specialist Maria Municchi look at some of key issues to be overcome when planning for retirement. more...

Retirement news for Financial advisers and paraplanners - M&G: Saving for retirement

At retirement, the state pension is unlikely to be enough. Share with your clients the stark facts of pension provision. more...

Investment news for financial advisers and paraplanners - M&G’s multi-asset Market Outlook – Q3 2015

M&G Investment Specialist, Maria Municchi reviews Q3 2015 and looks at the opportunities in the quarter ahead. more...

Investment news for financial advisers and paraplanners - Steady performance in eventful first year: M&G Global Floating Rate High Yield Fund

Launched in September 2014, the M&G Global Floating Rate High Yield Fund is designed for investors seeking an attractive level of income but who are concerned about the negative impact of rising interest rates. more...

Investment news for advisers and paraplanners - M&G: Looking back: Meet the Managers, September 2015

At M&G, staying connected with our clients is fundamental to what we do. In this video M&G fund managers Richard Woolnough, Tom Dobell, Fiona Rowley and Matthew Vaight and Head of UK Retail Sales, Andrew Watson reflect on M&G Meet the Managers London, and share their thoughts on why staying connected is key. more...

Investment news for financial advisers and paraplanners - Content for your clients: M&G’s Spin-free guides

Our range of Spin-free guides are aimed to help your clients broaden their investment knowledge. The range includes guides to income, investing, risk, equities, bonds and property. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Bond Vigilantes: The Yanks are coming: US firms are rushing to the EUR corporate bond market

Reverse Yankees, i.e., bonds issued by US entities in currencies other than USD, have become an integral part of the global investment grade (IG) corporate bond universe more...

Webcast for advisers and paraplanners - M&G Optimal Income Fund webcast

We would be delighted if you could join us on Wednesday 14 October 2015 for a webcast briefing by Richard Woolnough, fund manager of the M&G Optimal Income Fund and Stefan Isaacs, deputy fund manager of the M&G Optimal Income Fund. more...

Investment News for Financial Advisers and Paraplanners - M&G Global Emerging Markets Fund: The search for value in emerging markets

For Matthew Vaight, manager of the M&G Global Emerging Markets Fund, this summer’s market turmoil and investors’ concerns about the economic slowdown in China have created opportunities. With valuations of emerging market companies at the lowest level since the financial crisis, Matthew believes investors are currently being paid to take risk in emerging markets. In particular, he sees value today in South Korea and Taiwan. more...

Investment News for Financial Advisers and Paraplanners - CPD content and value-added services from M&G Investments

Business Matters: Business Matters has been created to provide guidance, tuition and best practice tips on a range of subjects relating to the day-to-day running of your firm. It is presented in a series of short videos available on M&G's multi-media channel, iView TV and can contribute towards your yearly CPD requirements. The Business Matters videos are presented to you by the Learning Matters team as well as industry subject matter experts. more...

Investment News for Financial Advisers and Paraplanners - M&G Global Dividend Fund Webcast: Backing conviction with a dividend strategy

We would be delighted if you could join us on Tuesday 29 September 2015 for a webcast briefing by Stuart Rhodes, manager of the M&G Global Dividend Fund. more...

Investment News for Financial Advisers and Paraplanners - M&G Retail Fixed Interest: Thoughts on recent market developments

A slowing Chinese economy, concerns over the impact of a possible Fed rate hike and renewed weakness in commodity prices, culminated in a sharp downturn in global equity markets earlier this week. The impact on fixed income markets has been relatively contained so far, with government bond yields now back at last week’s levels following an earlier strong rally. more...

Investment News for Financial Advisers and Paraplanners - M&G Global Emerging Markets: Views on China

Emerging markets have had a particularly nasty run of late. The narrative around emerging markets has recently shifted from one of concern regarding the impact of US rate rises to now concerns over China. Read more about how we have responded to the recent sharp sell-off. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Income Realities: Adviser toolkit

Advisers have a key role to play in helping people find the right solutions for making adequate provision for long, comfortable financial futures. Help your clients understand the importance of a financial plan with our range of materials. more...

Investment News for Financial Advisers and Paraplanners - M&G: The biotech sector – biosimilars ready to disrupt the status quo

Following hard on the heels of the rise in biotechnology treatments, biosimilars could well be the next disruption in the healthcare sector. Equity analyst, Martin Wales explains why he thinks biosimilars are potentially game-changing, in terms of availability and cost and how companies are positioning to take advantage. more...

Investment events for financial advisers and paraplanners - M&G’s Meet the Managers Roadshow

M&G are delighted to release the 2015 dates and venues for our annual Meet the Managers Roadshow. more...

tax update for financial advisers and paraplanners - M&G’s Business Matters: Base Erosion Profit Shifting (BEPS) – all change in the world of tax

Further to recent high profile cases involving a number of well-known multinational organisations, in 2013 the G20 asked the Organisation for Economic Co-operation and Development (OECD) for an action plan to ensure that companies in general pay their fair share of tax in a more transparent and fair way. more...

investment event for financial advisers and paraplanners - M&G Meet the Managers Roadshow 2015

Meet the Managers is a structured CII event that gives you access to four of M&G’s leading fund managers and investment specialists at each event. more...

Investment News for Financial Advisers and Paraplanners - M&G Investments: FIBbers and valuation risk

Mike Felton, manager of the M&G UK Growth Fund, discusses the challenge of investing in overvalued markets. In this environment, he believes it is essential to have an uncompromising focus on valuation and to dare to be different. more...

Investment News for Financial Advisers and Paraplanners - M&G’s Income Realities: Adviser toolkit

Advisers have a key role to play in helping people find the right solutions for making adequate provision for long, comfortable financial futures. Help your clients understand the importance of a financial plan with our range of materials. more...

Investment News for Financial Advisers and Paraplanners - M&G Multi Asset team Market Outlook

Since our last update at the beginning of the second quarter, the key development in markets has been the return of volatility. For us it is vital that, as all kinds of headlines come and go, and the market environment gets rather ‘noisy’and volatile, we keep our eyes on the risks with regard to interest rates and are ever mindful of the fundamental backdrop against which we are trading. more...

Investment News for Financial Advisers and Paraplanners - M&G Episode Income Fund manager, Steven Andrew - the difficulty facing today’s income seekers

As the need for income has been rising, so have the challenges in meeting this demand. Steven Andrew, manager of M&G Episode Income Fund, looks at the difficulties facing today’s income seekers, which his fund was launched to help address back in 2010. more...

Investment News for Financial Advisers and Paraplanners - M&G: The world you grew up in is not the world you will grow old in

Today, even though the retirement age is increasing, most people are expected to live long past it – the world you grew up in is not the world you will grow old in. As needs, economies and people change, a multi-asset income fund with a focus on capital growth could help you secure a long, happy financial future. more...

Investment news for financial advisers and paraplanners - M&G’s Bond Vigilantes: Panoramic Outlook 2015 Q2 Update

In his latest Panoramic Outlook, Fund Manager Jim Leaviss discusses the gradually improving prospects for Europe, the factors weighing on the US Federal Reserve in its deliberations on when to start hiking interest rates, and where he believes select opportunities lie within the emerging and high yield bond markets among others. more...

Investment News for Financial Advisers and Paraplanners - M&G Equities Oil sector review: Drilling deeper

Against the backdrop of lower oil prices, equity analyst, Sachin Oza finds that good quality resources are not being distinguished from those of poorer quality and that valuations are not reflecting the attributes of many mid-cap E&Ps with good quality assets. more...

Investment News for Financial Advisers and Paraplanners - A different way to help your clients plan

Many people are facing uncertain financial futures – and even those with savings are finding income hard to come by. More than ever, financial planning has a key role to play if people want to enjoy their later years. more...

Investment News for Financial Advisers and Paraplanners - Where’s the value in High Yield Bonds? An update from M&G

We would be delighted if you could join us on Thursday 18 June for a webcast briefing by Stefan Isaacs and James Tomlins, co-fund managers of the M&G Global High Yield Corporate Bond Fund. more...

Investment news for financial advisers - M&G’s ‘Business Matters’

Visit ‘Business Matters’, M&G’s online portal aimed at providing insightful and educational content to help you run your business. more...

Investment news for Financial Advisers and Paraplanners - M&G Emerging Markets Equities team: The reform agenda in emerging markets

Reform has been a powerful influence on emerging markets lately. In 2014, there were numerous elections across developing nations and, as is common the world over when a country’s economy is slowing, many politicians based their election campaign on a reform agenda, with pledges to revive economic growth. more...

A glimpse into the investment product process

In this video Phil Jelfs, Product Director for M&G Investments, shares his views on the changing investment fund landscape, the product development cycle and opportunities that exist going forward. more...

Investment News for Financial Advisers and Paraplanners - M&G Episode Income Fund: Does inflation even matter anymore?

With Consumer Prices Index (CPI) data suggesting that living costs are barely moving in many parts of the developed world, and the latest year-on-year inflation reading turning negative in the UK more...

Investment News for Financial Advisers and Paraplanners - M&G UK Inflation Linked Corporate Bond Fund

A pick-up in inflation expectations and the prospect of a US interest rate hike have contributed to a sharp sell-off in government bond markets in recent weeks. In this sort of environment – and with government bond yields still at extremely low levels – Fund Manager Ben Lord believes that many traditional fixed income strategies could struggle to repeat the returns of recent years. more...

Investment News for Financial Advisers and Paraplanners - M&G Property Portfolio: Why rental growth is important, particularly now

This note – the first of a series of four – considers how and when rental growth occurs. Also, we outline why rental growth is important, and why this is particularly the case now. more...

Investment for financial advisers and paraplanners - M&G Retail Fixed Interest team – The downside of bonds

Based on a recent Bond Vigilantes blog post, Anthony Doyle assesses the impact of the sudden rise in government bond yields and its implications for the varied fixed interest asset classes. more...

Investment news for Financial Advisers and Paraplanners - M&G Recovery Fund: Q&A with the team

In a recent Q&A session with the Recovery team, the following topics were covered: the effect on the M&G Recovery Fund of investor demand for income and growth, portfolio liquidity and why there are no holdings in the food retailing sector. more...

Investment news for Financial Advisers and Paraplanners - M&G: Long-term opportunities with the M&G Global Emerging Markets fund

Fund Manager Matthew Vaight and Investment Specialist Robert Secker, look at opportunities and challenges in emerging market investing and discuss the M&G Global Emerging Markets Fund’s philosophy and process. more...

Investment news for Financial Advisers and Paraplanners - M&G Property Portfolio Webcast – with Fiona Rowley

M&G are hosting a webcast briefing on Tuesday 12 May with Fiona Rowley, manager of the M&G Property Portfolio. more...

Investment news for advisers and paraplaners - M&G: Sun Rising on Japanese reform

Japan is in the midst of wide-ranging structural reforms, the so-called ‘third arrow’ of Abenomics, designed to improve both the wider economy and the country’s corporate culture. In the first quarter of this year, fund managers John William Olsen and Charles Anniss travelled to Japan, witnessing first-hand how improvements are starting to filter through. more...

Investment News for Financial Advisers and Paraplanners - M&G: Market Outlook

In our updates over recent years, we have been emphasising the importance of moving money away from very low cash rates and into an array of assets, diversified across the government bond, credit and equity markets. more...

Investment news for Financial Advisers and Paraplanners - M&G Global Dividend Fund: Cheapest since the financial crisis

Dividend growth from the underlying holdings continues to be encouraging and the valuation of the M&G Global Dividend Fund is at its cheapest since the financial crisis. This gives us plenty of reason to be optimistic. We maintain conviction in our investment approach and remain confident that our focus on rising dividends is an excellent way to build wealth over the long run. more...

Investment news for financial advisers and paraplannerse - M&G: Investment Outlook Quarterly Update

M&G Fund Manager Tony Finding provides a Q2 2015 update, reviewing the beginning of 2015 and providing insight into the future market outlook for Multi Asset. more...

Investment News for Financial Advisers and Paraplanners - M&G: The most difficult election to call in the post war period

Mike Riddell discusses UK politics with YouGov’s pollster Anthony Wells and Alex White of political consultancy Politikos. more...

Investment Webcast for Financial Advisers - Making the case for Emerging Markets – M&G Webcast

On Tuesday 21 April, Matthew Vaight, manager of the M&G Global Emerging Markets Fund, will host a webcast briefing more...

Investment News for financial advisers and paraplanners - M&G: Heritage in high yield investing

High yield bonds can form a valuable part of a well-diversified portfolio. A powerful generator of income, these instruments have historically delivered impressive total returns. They also have a relatively low sensitivity to interest rates and, in this respect, offer useful diversification benefits for fixed income investors. As one of the largest and most experienced high yield investors in Europe, M&G boasts impressive expertise in this highly specialised asset class. more...

Investment News for Financial Advisers and Paraplanners - M&G Connect: Understanding key drivers of fixed income

In this short video, several members of our award-winning fixed income team will touch on the key areas that will determine fixed income portfolio positioning and potentially drive performance in the coming years. more...

Investment News for financial advisers and paraplanners - M&G: Understanding key drivers of fixed income

In this short video, several members of our award-winning fixed income team will touch on the key areas that will determine fixed income portfolio positioning and potentially drive performance in the coming years. more...

Investment events for financial advisers and paraplanners - M&G Episode Income - Multi Asset Webcast

On Monday 23 March at 10:00 GMT please join us for a webcast briefing by Steven Andrew, manager of the M&G Episode Income Fund. more...

Investment news for financial advisers and paraplanners - M&G: War Loan: 1917-2015

On the 3rd December 2014, George Osborne announced that the government would repay the nation’s First World War debt in 2015. more...

Investment Webcast news for financial advisers and paraplanners - M&G webcast with Richard Woolnough and Stefan Isaacs

On Wednesday 11 March, M&G will be hosting a webcast briefing by Richard Woolnough and Stefan Isaacs, fund managers in the M&G Retail Fixed Interest team. more...

Investment webcast for financial advisers - M&G will be hosting a webcast briefing with Stuart Rhodes, manager of the M&G Global Dividend Fund on Friday 6 February.

In the webcast, Stuart will provide a brief reminder of his approach to dividend investing, explain recent performance and describe how the fund is positioned to ensure it is on the best possible footing for the future. There will also be an opportunity for questions and answers. more...

Investment News for financial advisers and paraplanners - M&G: ECB embarks on QE – a discussion

Recently, Fund Manager Stefan Isaacs held a webcast following the announcement that the European Central Bank will embark on its own quantitative easing programme from March, worth around €60 billion/month over the subsequent 18 months. more...

Investment News for financial Advisers - European Central Bank embarks on quantitative easing – a discussion with M&G bond fund manager Stefan Isaacs

Following today’s announcement that the European Central Bank will embark on its own quantitative easing programme from March, worth around €60 billion/month over the subsequent 18 months, we would be delighted if you can join us for a conference call with Stefan Isaacs, manager of the M&G European Corporate Bond Fund and co-manager of the M&G Global High Yield Bond Fund. During the call, Stefan will discuss the details of the announcement and its implications for bond markets, as well as taking questions from those participating in the call. more...

Investment News for advisers - M&G: Reviewing 2014: an open letter to investors

Dear investors, 2014 has been a difficult year for the M&G Global Dividend Fund. The purpose of this letter is to review the major issues that have affected performance throughout the year and ask ourselves some very blunt and direct questions to make sure the fund is on its best possible footing for the future. more...

Why content is king

With so many companies vying for clients attention it is vital to get right the way we communicate, and more importantly, what we say when we communicate. Regardless of the chosen communication medium, marketing content is undeniably king. In this video Kathryn Pinner, UK Regional Marketing Head at M&G Investments, discusses the do’s and don’ts when it comes to client communication. more...

Investment News for Advisers - M&G: An alternative to tapping into your nest egg

The frequently cited ‘4% rule’ refers to generating retirement income based on a withdrawal rate of 4%, in other words, by taking 4% per year from the retiree’s savings ‘pot’ more...

Investment News for Advisers - M&G: Your client’s estate: tax man or loved ones?

Jim Leaviss travelled to Hong Kong to find out more about the Chinese corporate bond market, observing that it’s huge, and growing rapidly. more...

Investment News for Advisers - Introducing the M&G Global Floating Rate High Yield Fund

James Tomlins, Fund Manager of the M&G Global Floating Rate High Yield Fund, provides an insight into the new fund including the objective and approach and introduces the team. more...

Investment News for Financial Advisers - M&G: An Overview of MiFID

Matthew Russell, fund manager of the M&G Short Dated Corporate Bond Fund, and Wolfgang Bauer, deputy fund manager of the M&G Global Corporate Bond Fund, recently visited China on a research trip. more...

Investment news for financial advisers - M&G Episode Income Fund: Webcast by Steven Andrew

Join us on Monday 1 December for a webcast briefing by Steven Andrew, manager of the M&G Episode Income Fund. more...

Investment news for financial advisers - M&G Equities: ‘Abenomic’: Shinzo Abe’s economic revolution

Following a research trip to Japan, Equity Analyst Rory Alexander explains the principles behind Prime Minister Shinzo Abe’s ‘three-arrowed’ approach to improving the economy. more...

Investment news for financial advisers - M&G: Outlook for Investment Markets Q4 2014

M&G Fund Manager Steven Andrew provides a Q4 2014 update, reviewing the year to date and providing insight into the future market outlook for Multi Asset. more...

Investment news for financial advisers - M&G Multi Asset team- Post- traumatic investing

Looking around the investment landscape today, we see a pretty fertile environment for those who are able to recognise the very significant effect human emotional responses can have on asset pricing. more...

CPD for financial advisers and paraplanners - Connect with videos, podcasts and webcasts

M&G Connect provides fund updates directly from the fund management floor. Updated on a monthly basis, these timely, short and informative updates aim to keep you connected with M&G’s investment team. more...

Investment News for advisers - Stay Connected: M&G's Meet the Managers Roadshow videos

M&G’s structured CII event, Meet the Managers, took place between the 4-24 September. At each event four of M&G's leading fund managers gave their views on their asset classes and discussed how they implemented these views across their funds; below are six videos from the event from Steven Andrew, Matthew Vaight, Richard Woolnough, Randeep Somel, Stuart Rhodes and Tom Dobell. more...

Investment News for advisers - M&G: Opportunities in the charities sector

Have you ever considered advising and working with the charities sector in the UK but aren’t sure where to start? In this video Richard Macey of the M&G Charities team gives an overview of the scale of the opportunity that exists in this sector, and highlights what both the regulator and the charities themselves are looking for. more...

Investment Webcast for advisers - M&G Global Basics Fund Webcast- with Randeep Somel

On Tuesday 4 November, M&G will be hosting a webcast briefing by Randeep Somel, manager of the M&G Global Basics Fund. more...

Investment News for Financial advisers - M&G Fixed Income Update Webcast- Replay Link

On Friday 17th October Fund Manager Ben Lord held a Fixed Income Update webcast. more...

Investment News for Financial advisers - M&G: Commercial property should be able to withstand gradual interest rate increases

Interest rate increases are widely expected in the UK in the not-too-distant future. We believe that, if fundamentals remain supportive, the property market should be able to withstand a gradual tightening of monetary policy. more...

investment news for financial advisers - Value-added services from M&G

M&G provides a range of valuable resources dedicated to helping you grow your business, keeping you informed, and assisting you with your continuing professional development. more...

Investment News for advisers - Doing something different: M&G Recovery Fund

It has always been clear to us that on the M&G Recovery Fund, we’re doing something different from our competitors. more...

Investment news for financial advisers - M&G: Brave new world how emerging market firms are changing for the better

Across the emerging markets, companies are changing. More and more firms are restructuring or adopting new strategies to improve their returns on capital. more...

Investment event for financial advisers - Meet the Managers Roadshow 2014

This structured CII event for both Exeter and Bristol will take place on Wednesday 24th September and will give you access to four of M&G’s leading fund managers who will be giving their views on their asset classes and discussing how they implement these across their funds. more...

The use of email in your business

In this video Andrew Scott, M&G Head of Digital Marketing, talks about the use of email as an effective business communication tool. more...

Gaining an online presence

In this video Andrew Scott, M&G Head of Digital Marketing, discusses the importance of putting your business online. more...

Marketing your business effectively

In this video Kathryn Pinner, M&G Regional Marketing Head UK, describes the importance of defining and aligning your marketing and business strategies to ensure that you communicate with both existing and prospective clients. more...

Planning a client event

In this video Rachel Dick, M&G Head of Events, guides us through the planning and organisation involved in running a client seminar. more...

An overview of MiFID

In this video Peter Grimmett, Head of Fund Regulatory Development for M&G, looks at how MiFID could affect the business model of firms going forward. more...

The impact of the FSA to FCA

In this video Peter Grimmett, Head of Fund Regulatory Development at M&G, talks us through the change in the UK financial services regulator at the start of the year more...

Explaining UCITS

In this video Peter Grimmett, Head of Fund Regulatory Development for M&G, gives an overview of UCITS. more...

Explaining PAIF’s

In this video Malcolm Richardson, Head of Tax at M&G, gives a full explanation of the changes that Property Authorised Investment Funds (PAIFs) can make to investors returns in those property funds which have converted to this alternative structure. more...

An introduction to FATCA

In this video Malcolm Richardson, Head of Tax at M&G, will guide us through the introduction of this US tax legislation more...

Investment News for Financial advisers - M&G: Mark Carney- on the way to the right target

James Alexander, head of equities research at M&G, argues that Bank of England Governor Mark Carney has been moving the Bank gradually towards the idea of nominal GDP targeting and away from inflation targeting. more...

Investment news for advisers - M&G: The Bank of England at the crossroads

Bank of England Governor Mark Carney has said that the housing market poses the greatest threat to the UK economic outlook. This is almost certainly not true. more...

Investment news for advisers - M&G: Panoramic Outlook

The yield-dampeners: Will interest rates inevitably rise when QE ends? more...

Investment News for Financial advisers - M&G: Actively managed with a valuation discipline

In a recent teleconference update, Stuart Rhodes, manager of the M&G Global Dividend Fund, provided a brief reminder of the key tenets of the fund. more...

Investment news for financial advisers - M&G: Valuation perspectives

Recent market commentary has continued to be dominated by the obsession with central bank monetary policy, and the potential timing of any interest rate rises in the US and the UK. more...

Investment news for financial advisers - M&G: Market Outlook

After a period in which almost all assets have done well relative to cash, it is important to take a step back and look at where this leaves us now. In our view, the marketplace today is slightly problematic in terms of the likelihood for cash rates to rise from extraordinarily low levels. While this is likely to cause some short-term volatility and valuation stress, it may open up some genuine opportunities; our view remains that holding sensibly priced assets with a patient multi-year perspective is the right thing to do. more...

Investment news for financial advisers - M&G: GW Pharmaceuticals: Compelling initial trial data

GW Pharmaceuticals, a longstanding holding on the M&G Recovery Fund, has released compelling pre-clinical trial data for its Epidiolex cannabinoid medicine in the treatment of childhood epilepsy. more...

Investment News for Advisers - M&G: An Overview of MiFID

In this video Peter Grimmett, Head of Fund Regulatory Development for M&G, looks at how MiFID could affect the business model of firms going forward, focusing on 3 aspects of investor protection; inducements, complex/non complex UCITs and product intervention. more...

Regulation News for financial advisers - M&G: Product Intervention

In this video Peter Grimmett, M&G Head of Fund Regulatory Development, describes the powers the FCA have when it comes to intervening in products they deem unsuitable for retail investors. Peter outlines what you need to know and how the powers differ from the FSA. more...

Better Business for advisers - M&G: The use of email in your business

In this video Andrew Scott, M&G Head of Digital Marketing, talks about the use of email as an effective business communication tool. He describes what the recipient of an email expects and what you need to do to ensure your communication stands out from the crowd. more...

Investment News for advisers - M&G: Panoramic Outlook

The emerging markets rebalancing act. CLAUDIA CALICH – FUND MANAGER more...

Investment News for advisers - M&G Business Matters: Explaining PAIFs

In this video Malcolm Richardson, Head of Tax at M&G, gives a full explanation of the changes that Property Authorised Investment Funds (PAIFs) can make to investors returns in those property funds which have converted to this alternative structure. more...

Better Business for financial advisers and paraplanners - M&G: Marketing your business effectively

In this video Kathryn Pinner, M&G Regional Marketing Head UK, describes the importance of defining and aligning your marketing and business strategie more...

Regulatory comment for financial advisers - M&G Business Matters: The impact of FSA to FCA

In this video Peter Grimmett, Head of Fund Regulatory Development at M&G, talks us through the change in the UK financial services regulator at the start of the year more...

Investment news for advisers and paraplaners - M&G: An introduction to FATCA

In this video Malcolm Richardson, Head of Tax at M&G, will guide us through the introduction of this US tax legislation, expanding on what advisers need to do, if anything, and what impact FATCA could have on investor’s returns. more...