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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.

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2018 MAY

Insights

Ritu Vohora

09/05/2018

Equities Market Perspective

In this month’s update Ritu Vohora, Investment Director, reflects on the Q1 earnings season. It’s been exceptional so far, at least compared to expectations. Are we at ‘peak earnings’?

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.

Watch the video

2018 APR

Insights

Ritu Vohora

06/04/2018

Equities Market Perspective

Concerns have shifted to the potential for corporate profits to be undermined if a trade war erupts with China announcing a new round of tariffs on US products. Investment Director, Ritu Vohora explains this month how global equities retreated following trade spats and negative news flow from tech stocks in the wake of Facebook privacy concerns.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.

Watch the video

2018 MAR

Insights

Ritu Vohora

05/03/2018

Equities Market Perspective

February highlighted the difficulty and potential costs of trying to time the market, the worst week since 2016 was followed by the best week since 2015. Those who kept calm and stayed invested were rewarded. Investment Director, Ritu Vohoru explains why selectivity in the equity markets remains key.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.

Watch the video

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