Hi [[ session.user.profile.firstName ]]

M&G Investments

  • Date
  • Rating
  • Views
  • US Elections: An M&G webcast with Jim Leaviss and Steven Andrew US Elections: An M&G webcast with Jim Leaviss and Steven Andrew Jim Leaviss; Steven Andrew Recorded: Nov 9 2016 49 mins
    A webcast briefing by Jim Leaviss, Head of Retail Fixed Interest and Steven Andrew, Fund Manager in the Multi Asset Team.

    In the webcast, Jim and Steven will give their reactions to the indicative US election results and market reaction - including comment on valuations and areas of opportunity.

    The webcast is expected to last 45 minutes; there will also be an opportunity for questions and answers.
  • M&G UK Inflation Linked Corporate Bond Fund webcast with Ben Lord M&G UK Inflation Linked Corporate Bond Fund webcast with Ben Lord Ben Lord Recorded: Oct 25 2016 50 mins
    Fears of a ‘hard Brexit’ have led to further sharp falls in the Pound over the past few days, with trade-weighted sterling recently hitting a record low. Over the coming months, Ben expects there to be a knock-on effect on consumer prices as retailers are forced to pass on higher import costs. With fuel prices also set for further increases as oil markets continue to recover, Ben believes the UK could experience a meaningful pick-up in inflation over the coming months. However, with inflation-linked bond markets pricing in a relatively modest increase in UK inflation, he thinks investors still have an opportunity to lock-in inflation-adjusted returns at relatively attractive levels.
    The fund’s flexible investment approach allows Ben to move into many different areas of the index-linked bond and global credit markets. In this webcast, he will give more detail on some of his key convictions at the moment. For instance, the fund maintains a significant allocation to US TIPS, as he believes a buoyant US labour market, a pick-up in wage growth and higher oil prices will soon start to put upward pressure on US inflation. He also sees good value in longer-dated US credit, where the favourable economic backdrop and an attractive pick-up in spreads has created some compelling opportunities.
  • M&G Global Dividend Fund Webcast with Stuart Rhodes M&G Global Dividend Fund Webcast with Stuart Rhodes Stuart Rhodes Recorded: Sep 21 2016 57 mins
    Stuart will discuss how the fund is positioned in a market where the dynamics have shifted. Defensives have remained in favour this year but energy and materials have led the rally. The continued outperformance of the US has been augmented by the resurgence of emerging markets, while Europe and Japan have lost the lustre of recent years. Stuart will provide a detailed update on the fund, starting with the positive contribution from each of the three sources of dividend growth, before elaborating on portfolio activity and the opportunities he sees in the current market environment.
  • M&G Optimal Income Fund Webcast with Richard Woolnough M&G Optimal Income Fund Webcast with Richard Woolnough Richard Woolnough Recorded: Sep 13 2016 55 mins
    This year marks the 10 year anniversary of the launch of the M&G Optimal Income Fund. In that time the global economy was plunged into recession, the Eurozone project came under threat, and central banks cut interest rates to historic low levels. The ramifications of these events have been wide-ranging, with fixed income investors having to continually adjust their expectations for the levels the bond yields could plunge to. In this webcast, Richard will be discussing more recent events, including the UK’s decision to leave the EU and the upcoming US Presidential elections. With geopolitical events increasingly generating headwinds for the global economy, Richard will also discuss how central banks like the ECB and Bank of England will likely react to future crises, and which assets he thinks are best value within the fixed income universe.

    The webcast is expected to last up to an hour. There will also be an opportunity for questions and answers.
  • M&G Recovery Fund Webcast with Tom Dobell M&G Recovery Fund Webcast with Tom Dobell Tom Dobell Recorded: Jul 26 2016 56 mins
    The fund invests in companies that are experiencing either corporate or financial difficulties using an active approach focused on people, strategy and cashflow, a process that has remained unchanged for over 47 years. 
     
    In a question and answer session, Andrew Watson and Tom will look at the current market environment and discuss the fund’s performance over the first half of 2016, as well as his latest thoughts on how the fund is positioned.
  • M&G UK Property Portfolio update – A webcast from M&G M&G UK Property Portfolio update – A webcast from M&G Fiona Rowley Recorded: Jul 19 2016 59 mins
    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.

    On Tuesday 19 July at 10am UK time, Fiona Rowley, Fund Manager of the suspended M&G UK Property Portfolio and its feeder fund, will be giving a webcast briefing. Fiona will discuss the background to the funds’ suspension, talk about the current portfolio positioning and share her thoughts on the outlook for the UK commercial property sector.
  • What happens now? - An M&G webcast with Richard Woolnough What happens now? - An M&G webcast with Richard Woolnough Richard Woolnough Recorded: Jun 30 2016 59 mins
    In the webcast, Richard will give his reaction to Friday’s referendum result, give an update on market movements and what this may mean for investments.
  • EU Referendum - An M&G webcast with Juan Nevado EU Referendum - An M&G webcast with Juan Nevado Juan Nevado Recorded: Jun 28 2016 38 mins
    Following the events of last week, Juan will give his view on market reactions and what this may mean for investors.
  • EU Referendum: An M&G webcast with Jim Leaviss & Steven Andrew EU Referendum: An M&G webcast with Jim Leaviss & Steven Andrew Jim Leaviss Recorded: Jun 24 2016 53 mins
    In the webcast, Jim will give his reaction to the indicative referendum result and related political events and market reaction which may be unfolding that morning - including comment on valuations and areas of opportunity.
  • Where are the best ideas in Emerging Market debt?M&G webcast with Claudia Calich Where are the best ideas in Emerging Market debt?M&G webcast with Claudia Calich Claudia Calich Recorded: Jun 13 2016 56 mins
    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. In her view, despite a deterioration in fundamentals in areas of the asset class, value can still be found in emerging bond markets through a ‘best ideas’ approach to portfolio construction.