Income investing strategies
– M&G Investments

Built with long-term thinking in a short-term world

As we enter a new phase of economic uncertainty – marked by falling interest rates, persistent inflation, and heightened volatility – income investing may once again be taking center stage.

For investors, the challenge is clear: how to generate enduring, diversified income in an increasingly unpredictable world where traditional sources of return are under pressure.

At M&G, we don’t just understand income investing – we’ve built deep expertise, creating a trusted home for investors seeking resilient, expertly managed income solutions that remain dependable amid market uncertainty.

Welcome to your new home for income investing.

Why income, why now?

The global economic backdrop is shifting. After a period of aggressive hiking, central banks are now beginning to cut interest rates. Equity markets remain volatile, and bond yields are adjusting to a new normal. In this evolving environment, income strategies have become a central focus for investors.

Now more than ever, income strategies must deliver more than just yield.  Stability, diversification, and resilience are now essential for navigating the complexities of different market cycles.

Falling interest rates

are compressing returns from traditional fixed income

Market volatility

is challenging equity-led growth strategies

Diversified income

can provide complementary return streams and downside protection

Why M&G – Your trusted builder of income solutions

At M&G, we’ve spent nearly a century building a strong foundation for income-focused investors – offering a comprehensive and diversified platform designed to deliver through market cycles.

When you invest with M&G, you’re stepping into a home built with discipline, guided by deep research, and anchored in a commitment to long-term value. Our forward-looking approach to income generation is supported by a platform built on:

Global reach

Presence in 27 markets, with deep local insight

Scale and stability

US$395bn in assets under management, 6,000+ professionals

Breadth of offering

Fixed income, equities, multi-asset, and private markets

Enduring philosophy

Bottom-up, long-term investment approach focused on fundamental value

Source: M&G Investments, as of 31 December 2024.

Our income solutions across market cycles

In today’s volatile markets, our income strategies are designed to provide resilience—helping to shield your portfolio from short-term noise while staying focused on long-term outcomes. These strategies are built to perform not just in one environment, but across a range of market conditions.

Whether you're aiming to preserve capital amid shifting interest rate environments, generate income with reduced sensitivity to interest rate changes, or seek total return through changing credit cycles, M&G offers a suite of income strategies to support your evolving needs.

Explore income ideas designed for today’s markets. Your new home for income investing.

Explore our income range. Your new home for income investing.

Optimal Income
Strategy

A flexible strategy designed to navigate a wide variety of market conditions, seeking the ‘optimal’ income stream throughout the economic cycle.

Find out more

Global Floating Rate
High Yield Strategy

A strategy developed to generate attractive income potential with low interest rate risk by investing in high-yield floating rate notes.

Find out more

Total Return Credit Investment Strategy

A global, diversified strategy seeking to maximise total return through all stages of the economic and credit cycles, while trying to hedge unwanted and unrewarded interest rate and currency risks.

Find out more

Bond Vigilantes

Thought leadership direct from the investment floor.

Visit Bond Vigilantes