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Insights and market news

For insights, thought leadership and market commentaries straight from the fund management floor. Some of the views expressed on this page are from third parties and should not be taken as M&G's views.

The value of stockmarket investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.

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2020 APR

Insights

M&G Investments

24/04/2020

M&G (Lux) Positive Impact Fund: Positioned for resilience

While the spread of Covid-19 continues to cause unprecedented disruption and uncertainty in equity markets, we outline the reasons why we strongly believe the M&G (Lux) Positive Impact Fund should be able to weather the current market rout.

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Insights

Fixed Income

17/04/2020

M&G Weekly Fund Updates - Fixed Income

Fund updates: M&G (Lux) Global Floating Rate High Yield Fund, M&G (Lux) Emerging Markets Bond Fund, M&G (Lux) Optimal Income Fund, M&G (Lux) Global Macro Bond Fund.

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Fund updates

M&G Investments

09/04/2020

M&G (Lux) Positive Impact Fund - Impactful companies’ response to Covid-19

The social and human costs of the Covid-19 pandemic have made it obvious that more resources must be deployed in many areas targeted by the Sustainable Development Goals as a matter of urgency. This is where we believe impact investing can make a difference, supporting companies who have at their core the intention to make a positive impact on society and the environment. Specifically in relation to the Covid-19 pandemic, a number of the M&G (Lux) Positive Impact Fund’s companies are ramping up efforts to offer solutions, either leveraging their expertise or, in some cases, developing brand new products.

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Insights

M&G Investments

03/04/2020

Webcast: M&G (Lux) Global Listed Infrastructure Fund

Alex Araujo, Fund Manager of the M&G (Lux) Global Listed Infrastructure Fund, on 01.04.2020 at 09:00 GMT, provides an update on the fund and highlights the opportunities he sees in the current market environment.

Watch the webcast

2020 MAR

Insights

M&G Investments

30/03/2020

Fund update: M&G (Lux) Global Floating Rate High Yield Fund

The fund was defensively positioned going into the drawdown, leaving us well placed to invest into the market weakness. Key recent activity has included..

Read the update

Insights

M&G Investments

30/03/2020

Fund update: M&G (Lux) Emerging Markets Bond Fund

In the month-to-date period, fund activity has mainly focused on increasing the portfolio’s cash position, partly as we are mindful of market liquidity; this has involved selling some holdings on a selective basis. In the local currency market, we reduced the fund’s allocation by approximately 9% by selling various issuers that had either relatively outperformed, or were holdings where we sought specific risk reduction.

Read the update

Insights

M&G Investments

30/03/2020

Fund update: M&G (Lux) Global Macro Bond Fund

We have added credit so far this month on the huge moves. This activity has included closing most credit default swap (CDS) protection positions, as well as adding some exposure in both investment grade and high yield corporate bonds, mostly in Europe. This was achieved via CDS instruments and purchases of good-quality investment grade securities that we felt had become oversold.

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Insights

M&G Investments

30/03/2020

Fund update: M&G (Lux) Global Listed Infrastructure Fund

Markets have fallen sharply to date in March, as the new coronavirus spread in Europe and the US, causing disruption as economic activity ground to a halt. Some countries in Europe closed their borders to all but essential traffic, while others implemented lockdowns of entire cities to try to slow down the spreading of the COVID-19 virus. Europe is now the hardest-hit region, with the number of deaths in Italy exceeding that in China.

Read the update

Insights

M&G Investments

30/03/2020

Fund update: M&G (Lux) Optimal Income Fund

The fund has been defensively positioned in terms of low duration, while broadly positive on higher-rated credit, particularly strong US companies. As valuations have become more attractive within high yield, we have steadily increased exposure through the European CDS index. Current high yield exposure is around 15% versus 8% in January.

Read the update

Insights

Florent Delorme, macro analyst

23/03/2020

Impact of coronavirus on the economy and markets: importance of the number of intensive care beds

The impact of the current pandemic on the world’s economy and markets will be greater if the kind of mass isolation measures we are seeing in China and Italy are rolled out worldwide. But it was the saturation of the Italian healthcare system, and crucially the shortage of intensive care beds, which led the Italian authorities to urgently impose a general quarantine of the population.

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Insights

Richard Woolnough

23/03/2020

M&G (Lux) Optimal Income Fund Webcast

Rewatch the M&G (Lux) Optimal Income Fund Webcast with Richard Woolnough from March 17. He provides an update on the fund and outlook as we head into the second quarter of an eventful year so far.

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Insights

M&G Investments

23/03/2020

Summary of the M&G (Lux) Optimal Income Fund Webcast

The severity of the Covid 19 outbreak on the global economy, sharply slowing consumption and weakening services, means a recession is inevitable, in my view. The US economy, with near full employment, is arguably in a better position than Europe to withstand an expected sharp slide in growth, however. We feel this global economic slowdown will be different to previous recessions, when consumer demand fell away because of a downturn in the price of houses, oil, and generally combined with a high debt-servicing ratio.

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2020 JAN

Insights

Florent Delorme, macroanalyst

03/01/2020

Outlook 2020

2019 is drawing to a close and it now looks as though we have avoided the widely forecasted recession. The global economy is stabilising and a bounceback in the euro zone and China cannot be ruled out. Monetary policies remain highly accommodative and fiscal stimulus is on the agenda across the world. Japan, for instance, recently announced a support package of over €100bn.

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For Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals. The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.