Industry news and views from Panacea and our partners.
M&G Investments
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.
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?
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.
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.
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.
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.
M&G: Kicking off Finance
Fund Manager, Jim Leaviss is put through his paces by a hard-hitting, football loving journalist.
M&G: BVTV: “high yield” in name only
This week on BVTV Anthony Doyle speaks with James Tomlins, M&G fund manager.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
M&G Equities Market Perspective
M&A activity has begun 2017 on a positive note after falling in 2016.
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?
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?
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.
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.
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.