M&G'S LATEST VIEWS...

Facebook – House of Cards?

Equities Forum 05/04/2018  

Stories in the media about fake news, Russian trolls, secretive organisations like Cambridge Analytica improperly using personal data to influence political elections – it all sounds like something out of… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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A summary of Q1 2018. Chaos reigns: Trade, Tech, and Treasuries

Episode 03/04/2018  

Volatility returned in February, but not the kind of volatility we have been used to for much of the period since the financial crisis. Instead of being about growth fears,… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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BVTV: A look at the US and UK bond markets

Bond Vigilantes 26/03/2018  

This week on BVTV, I have a look at past US interest rate cycles. With new Fed Chair Jerome Powell now in the hot seat, bond investors are keen to… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Water, water everywhere?

Equities Forum 22/03/2018  

Today (March 22nd) is World Water Day which aims to focus attention on the importance of water not only in our daily lives, but also for the sustainable development of… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Surprise indices – a reminder

Episode 21/03/2018  

In the midst of February’s volatility most of the reasons given to explain equity market declines centred on the role of rising US bond yields and, perhaps, the exaggerating role… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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BVTV: What’s in store for retail?

Bond Vigilantes 19/03/2018  

Toys “R” Us announced last week that it has so far failed to find a buyer or reach a debt restructuring deal, raising the prospect of widespread store closures and… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Joffy’s Journal – Active vs Passive – a fresh perspective

Joffy’s Journal 14/03/2018  

The fifth in a series of videos looking at the change in investor behaviour over the years and how asset managers have responded, Global Head of Distribution, Jonathan (Joffy) Willcocks… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

Are sovereign bond-backed securities the key to financial stability within the Eurozone?

Bond Vigilantes 12/03/2018  

Creating a Eurozone-wide safe asset and thus diversifying sovereign risk within the currency union without the need for sovereign debt mutualisation – sounds like having your cake and eating it,… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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BVTV: Tariffs, trade wars and economic shockwaves

Bond Vigilantes 12/03/2018  

President Trump has sent shockwaves through the global business community with his decision to impose tariffs on steel and aluminium imports to the US. Will this protectionist move prove to… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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