Name: M&G Webcast: Volatile times – making sense of the sell-off in financial markets
Start: 2024-08-08T14:45:00Z
End: 2024-08-08T14:45:17.000Z
Location: BrightTALK
Rating: 5

How does an active and flexible bond strategy deliver a strong investment performance over the long-term, when yields are high, spreads are tight, and the macro picture remains uncertain? 

Join Richard Woolnough, Fund Manager, on 27 November at 09:00 GMT, as he explains how the strategy’s full flexibility has been used to adapt to current market conditions. In 2025, this means being overweight in duration, underweight credit risk, and being highly active across the entire yield curve to find the optimum level of return for the portfolio.

We hope you can join us.

M&G Webcast: Optimal Income Strategy

Private credit is now firmly established as a core consideration for many investors. As banks retrench from certain areas of lending, private credit continues to step in and fill the void. This has presented growth opportunities for investors, particularly within the European loan market.

With a long track record, M&G Investments can offer a unique perspective on this rapidly growing market. Marking the 20-year anniversary of the M&G European Loan Fund, we would like to invite you to a webcast on 16 September at 09:00 BST hosted by Catherine Ross, Head of Private Credit and Fiona Hagdrup, Head of Leveraged Finance. During this event both Catherine and Fiona will discuss how the European loan market has evolved and why we believe Europe offers more opportunity than the US.

We hope you can join us.

M&G Webcast: European Loan Fund 20th anniversary

Join this quarterly update with Fund Manager, Richard Halle, who will share an update on the fund's last quarter and look ahead to the second half of 2025.

M&G Webcast: M&G (Lux) European Strategic Value Fund, Quarterly Update

In this webcast, Co-Fund Managers of the M&G (Lux) Episode Macro Fund will provide an update on the fund, highlighting performance drivers and portfolio positioning over the past quarter. During the call they will also provide an outlook on their views for the period ahead. 

We hope you can join us.

M&G Webcast: M&G (Lux) Episode Macro Fund, Quarterly Update

Join this webcast on Wednesday 16th April regarding the recent movements in markets with Richard Woolnough, Fund Manager, who will give an overview on how we are positioned in the M&G (Lux) Optimal Income Fund.

M&G (Lux) Optimal Income Fund, April 2025

With ever-persisting questions over the path of interest rates, 2025 is likely to be another turbulent year for bond markets. In this uncertain environment, we believe there is a strong risk/reward opportunity in short dated credit. Offering the potential for similar returns to more traditional corporate bonds but with less volatility, we believe this defensive asset class offers an attractive proposition to those hesitant to make a duration call.

 

While calling the top and the bottom of the cycle can be beneficial, this is difficult to do. Instead, having a structural allocation to short dated investment grade bonds, combined with a more traditional corporate bond allocation makes sense, in our view. Furthermore, the case for active management in this asset class is strong as fixed income markets are inefficient, creating opportunities for active investors to exploit.

Higher for longer? Outlook on Fixed Income and the case for Short Dated Credit webcast, Global

The recent sell-off in US equities has challenged the notion of American exceptionalism. The S&P 500 has tumbled as President Trump’s trade policies have fuelled concerns about the growth and inflation outlook in the US, whereas European and Chinese stock markets have outperformed their US counterparts so far this year.

To find out what these developments mean for investors, Daniel White and Jeffrey Lin will discuss the implications of the recent market shifts and offer insights for navigating the current investment landscape.

Shifting Tech-tonics

August has got off to a turbulent start with a dramatic risk-off episode that rattled global financial markets. Worries about weakening US economic data, the strengthening of the yen and the reversal of momentum trades all contributed to volatility.   

To make sense of the sell off, we invite you to join us for a webcast on 8 August with Fabiana Fedeli, CIO Equities, Multi Asset and Sustainability, and Stefan Isaacs, Deputy CIO Fixed Income. They will share their views on the drivers of recent events and discuss the implications for markets and portfolios in the coming months.

We hope you can join us.

M&G Webcast: Volatile times – making sense of the sell-off in financial markets

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

M&G Webcast: Volatile times – making sense of the sell-off in financial markets

Presented by

About this talk

M&G Investments Webcasts