The information on this website is for Professional Investors only.

Specifically, the information on these pages should not be used or relied upon by the public of Hong Kong or any other type of investor from any other jurisdiction.

We recommend that you read our ‘Terms and Conditions’ before accessing this website.

Please select the option on the right to confirm you are a Professional Investor in Hong Kong and wish to continue.

Audience

Insights and market news

For insights, thought leadership and market commentaries straight from the fund management floor. Some of the views expressed on this page are from third parties and should not be taken as M&G's views.

Search

Please enter a search term:

Advanced search


News categories

  • Fund updates
  • Insights
  • Market summaries

Asset class

  • Equities
  • Fixed income
  • Multi-asset

2020 MAY

Insights

M&G Investments

28/05/2020

The case for ESG in Emerging market debt

Despite the huge amount of uncertainty and the fluidity of the current situation, we don’t believe EM’s role as a strengthening driver of global growth will be affected in the medium to long term.

Read more

Insights

M&G Investments

28/05/2020

The Covid-19 crisis and active management opportunities

While passive investments have grown in size and prominence in recent years, we believe there are several crucial advantages for investors in choosing active management when investing in fixed income during the current climate.

Read more

Insights

Juan Nevado

08/05/2020

Macro Outlook

Watch fund manager, Juan Nevado, discuss how he analyses the current macroeconomic environment.

Watch the video

2020 APR

Insights

Jim Leaviss

09/04/2020

After the crash: where next for global bonds?

We are witness to nothing less than the greatest short-term hit to demand in economic history.

The advent of isolation across most of the developed world to tackle the coronavirus pandemic has seen an almost absolute drop in discretionary consumer spending. Many companies have seen their incomes fall to zero, as will millions of workers. The second quarter of 2020 looks certain to be the worst ever for economic growth.

Read more

Insights

James Tomlins

09/04/2020

Coronavirus crash: Why the sell-off in high yield bonds has been overdone

The global market sell-off that we have witnessed in March 2020 has been vicious. High yield bonds have been no exception, as many investors have looked to turn riskier assets into cash amid the coronavirus pandemic.

Read more

2020 MAR

Fund updates

Claudia Calich, Fund Manager

26/03/2020

Coronavirus crash: Risks and opportunities in emerging markets

We are living through exceptional times. While the implications of the coronavirus pandemic for the global economy remain unclear, investors have fled en masse from assets seen to carry greater risk.

Read more

Insights

Juan Nevado, Fund Manager

25/03/2020

Coronavirus crash: Navigating a perfect market storm

It has been a frightening time recently for investors. As well as concerns about the coronavirus pandemic itself, global stockmarkets have fallen dramatically as the virus has spread around the world.

Read more

Insights

Richard Woolnough, Fund Manager

19/03/2020

Why this time is different: A ‘stay at home’ t-shaped recession

Whenever there is the threat or the reality of recession, it usually follows a typical pattern. It is engendered by tight financial conditions, a real economy or market bubble bursting, a dramatic rise in the price of oil, or a combination of the above.

Read more

Need further information?


The information on this website is for Professional Investors only. Specifically, the information on these pages should not be used or relied upon by the public of Hong Kong or any other type of investor from any other jurisdiction.

 

The above materials and/or information is for general guidance only and should not be relied upon as, or treated as a substitute for, specific advice. Neither M&G Securities Limited nor its affiliates accept any responsibility for any reliance on any of the information contained in these materials or any direct or indirect loss which may arise therefrom. If you are in any doubt about the contents above, you should seek independent professional financial advice.