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M&G Investments UK Webcasts

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  • M&G Global Dividend Fund Webcast with Stuart Rhodes
    M&G Global Dividend Fund Webcast with Stuart Rhodes Stuart Rhodes Recorded: Mar 14 2017 56 mins
    Stuart will provide a detailed update on the fund, starting with the drivers of performance in 2016. He will elaborate on each of the three sources of dividend growth and their contribution to performance during a year when the markets welcomed a new regime. Cyclicals led the markets higher with energy and materials at the forefront, while defensives experienced an abrupt reversal of fortune in the second half of the year as sentiment turned on safety at any price. In an environment where valuation has started to have a greater influence on equity returns, Stuart will highlight the opportunities he sees in each of the fund’s three buckets before sharing his thoughts on the fund’s outlook for the year ahead.
  • M&G Global Floating Rate High Yield Fund webcast with James Tomlins
    M&G Global Floating Rate High Yield Fund webcast with James Tomlins James Tomlins Recorded: Mar 9 2017 46 mins
    James will discuss current high yield market dynamics, his view on the potential for US rate hikes as President Trump looks to push through his ambitious spending plans and tax cuts, expectations on government bond yields in Europe and his overall risk/return expectations for the high yield FRN asset class.
  • M&G Property Fund Webcast with Fiona Rowley
    M&G Property Fund Webcast with Fiona Rowley Fiona Rowley Recorded: Dec 13 2016 44 mins
    The past few months have been especially busy for Fiona and her team following the ‘Leave’ vote in the EU membership referendum, and the temporary suspension of the fund in early July. The temporary suspension enabled Fiona to raise cash by selling assets in an orderly fashion and at reasonable prices so that the fund could re-open, with dealing recommencing on 4 November 2016.
  • M&G Global Emerging Markets Fund webcast with Matthew Vaight
    M&G Global Emerging Markets Fund webcast with Matthew Vaight Matthew Vaight Recorded: Dec 8 2016 47 mins
    2016 has been a very strong year for Emerging Markets, although the recent election of Donald Trump as US president has sparked a stock market sell-off. Matthew Vaight, fund manager of the M&G Global Emerging Markets Fund, believes that the recent weakness could provide a good entry point for long-term, value-oriented investors.

    In this webcast, Matthew will discuss why he and his team believe that if investors want to outperform in EM from here, they will need to refocus on fundamentals, most notably valuations, an approach, which has been rather out of fashion in both emerging and developed markets for most of this decade.
  • 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.

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