Industry news and views from Panacea and our partners.
M&G Investments
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.
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.
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?
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?
M&G: How Europe works
Rules of the game for Eurozone countries is clear: ‘stick by the fiscal rules…or face the market’.
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.
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’?
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?
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.
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?
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.
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.
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?
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.
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.
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.
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.
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.
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:
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.
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.
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?
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.
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.
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.
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?
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.
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.
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.
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.