Insights and market updates

In this Q&A video, fund manager Steven Andrew explained his view of the current investment background and how the prevailing landscape prompted July’s adjustments to the management teams of the M&G (Lux) Conservative Allocation Fund and M&G (Lux) Dynamic Allocation Fund.

Covid-19 has highlighted a range of development challenges and made clear the pressing need to step up efforts to achieve the UN Sustainable Development Goals (SDGs). The M&G (Lux) Positive Impact Fund was designed with the SDGs at the heart of its strategy, so we decided to contact all the fund’s investee companies to assess the status of their impact mission and their continued alignment with the SDGs. The response was overwhelmingly positive.

Please find below a link to our latest fund update for the M&G (Lux) Emerging Markets Bond Fund.

Since the early days of the Covid-19 pandemic, global companies from Royal Dutch Shell to Nissan have cancelled, cut or suspended their payouts, with analysts estimating that dividends could drop by a fifth this year. This would make 2020 the worst year for dividends since the Global Financial Crisis.