M&G'S LATEST VIEWS...

Keep calm and stay invested

Equities Forum 07/03/2018  

In this month’s update Ritu Vohora, Investment Director, examines the implications of February’s spike in market volatility. The bull market, is likely still intact, but we are entering choppier waters.

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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“How was your February?” – What did we learn from recent price action?

Episode 05/03/2018  

It is always worrying to hear investors ask how managers performed over very short time horizons. It seems very unlikely that a couple of weeks’ performance can tell you much… 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: Lessons from the recent volatility for EM

Bond Vigilantes 05/03/2018  

In this week’s episode, fund manager Charles de Quinsonas joined me to discuss what the recent bout of market volatility meant for the emerging markets. Were all parts of the… 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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China: A tale of two economies – will investors find good fortune in the Year of the Dog?

Equities Forum 02/03/2018  

China was one of the best performing emerging markets last year as the stockmarket soared. This result probably surprised many investors who are more familiar with gloomy warnings about the… 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: Is it the market – not the Fed – that has been playing catch up?

Bond Vigilantes 26/02/2018  

This morning on BVTV I look at a couple of hot topics we’ve been discussing in recent meetings. Firstly, is it the market rather than the Fed that has been… 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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Embracing volatility

Equities Forum 21/02/2018  

The abrupt reversal of equity markets in the last few weeks has sent shivers down investors’ spines, particularly as momentum was the dominant factor behind the rally that preceded 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: Italian election special

Bond Vigilantes 19/02/2018  

With the European economy growing at its fastest pace for a decade – and with Italy itself seeing an impressive return to growth – the uncertainty of an Italian election… 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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Carillion case study: All was not what it seemed

Bond Vigilantes 16/02/2018  

In its 2016 Annual Report entitled ‘making tomorrow a better place’, Carillion claimed they had ‘a good platform from which to develop the business in 2017’. Less than ten months… 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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Can bond markets digest the huge supply of U.S. Treasuries that will be issued this year?

Bond Vigilantes 15/02/2018  

The United States government routinely finances itself through short-term debt, which is normally less expensive than long-term debt, due to the upward sloping nature of the U.S. yield curve. This… 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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