Upcoming events
Navigating policy shifts: Tariffs, Market Volatility and Quarterly PruFund update
Tuesday 27 May - 3pm
The latest wave of tariff announcements from Trump has sent shockwaves through global markets, creating fresh uncertainty for investors and raising complex challenges for portfolio management. As volatility rises and investor sentiment shifts, staying ahead of market movements is more critical than ever. That’s why we’re bringing together leading investment experts from M&G and across the industry for an exclusive event, designed to equip you with expert insights into investment strategies, portfolio positioning, and the broader financial landscape. Our specialists will break down what these policy shifts mean for investor behaviour and reveal strategic opportunities amidst the uncertainty.
Whether or not PruFund is a part of your recommendations, the insights from this event will be invaluable in helping you sharpen your strategy and guide your clients with confidence.
On-demand events
Outlook on the markets & PruFund Monthly update
With recent headlines about Trump's tariffs impacting the markets, it's crucial to stay informed and prepared. Watch this recording, and listen to our investment experts and gain valuable insights to help your clients navigate these turbulent times.
Multi-Asset Solutions quarterly update - April
On this event we discussed the recent developments in AI and the outlook for AI-related companies, delved into the tailored MPS and where we see advisers using this. And finally we discussed the recent performance of the M&G Model Portfolio Service and Prudential Risk Managed Funds.
PruFund Update and 2025 Bonus Declaration
On this event, we reviewed the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) for the PruFund range of funds as well as announcing the outcomes from our annual Bonus Declaration for the With-Profits Fund and the impact of this at a product level.
Multi-Asset Solutions January Quarterly Update
On this event, hosted by Shanti Kelemen, Chief Investment Officer at M&G, Jon Baker, Director at QuantQual IFA Services and Ben Troke, Senior Investment Strategist at the M&G Treasury and Investment Office (T&IO), covered; best practices for building a central investment proposition; market outlook for 2025 and recent performance of the M&G Model Portfolio Service and Prudential Risk Managed Funds.
PruFund – Past, Present & Future, Celebrating 20 years & more
PruFund has smoothed out clients’ investments for 20 years, across some of the most volatile market events.
In this four-part event series, expert fund managers, investment speakers, and three of our top executives in M&G Life delved into PruFund, celebrating 20 years & showcasing what’s beneath the bonnet of PruFund and shaping it for the future.
Multi-Asset Solutions quarterly update
On this event, Michael Stiasny, Director of Equities for M&G Investments provided an outlook for UK equities. Continuing with the UK theme, Shanti Kelemen, Chief Investment Officer for M&G Wealth and Michael Watt, Investment Director for M&G Treasury & Investment Office, discussed the role of Gilts and Sterling corporate bonds in portfolios and how changes to capital gains tax allowance alter the trade-offs for customers.
Offshore bonds: a versatile tax wrapper for financial planning
On this event, Neil Macleod, Senior Technical Manager and Cat McInally, Investment Specialist, delved into the tax planning angles to consider when looking at offshore bonds and the planning opportunities they offer.
PruFund Quarterly Update and Private Markets Review
On this event, Paul Fidell, Investment Specialist, gave the latest review for the PruFund range of funds. He was joined by two experts from the M&G Treasury and Investment Office (T&IO) who discussed the differences between public and private market investments. They also looked at some specific private market assets that we hold within the PruFund range of funds.
Multi-Asset Solutions July Quarterly Update
On this event we had two Portfolio Managers discuss the recent performance and current positioning across our Model Portfolio Service and Risk Managed Active/Passive Funds.
PruFund Monthly Update and T&IO SAA Review
On this event, Paul Fidell, Senior Investment Specialist went through the latest monthly announcement for the PruFund Series C, E and F range of funds. He was joined by Director of Long-Term Investment Strategy at T&IO who discussed the headlines from the 2024 SAA Review.
PruFund Quarterly Update May 2024
On this event, Paul Fidell, Senior Investment Specialist, went through the quarterly EGR and UPA Update. He was joined by an expert from the M&G Treasury and Investment Office (T&IO) who discussed how markets have been performing in 2024 - taking a closer look at inflation, sector growth and equity markets.
Taking politics out of planning
Across these four different sessions industry experts delved into the impact of domestic and geopolitical changes on business, investment, regulation and planning.
