Industry news and views from Panacea and our partners.
M&G Investments
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?