Multi-Asset solutions quarterly update | M&G Wealth

Multi-Asset solutions quarterly update

60 min read 9 Apr 24

On this event, we heard from Shanti Kelemen, Chief Investment Officer at M&G Wealth Investments, Phil Butler, Portfolio Manager at the M&G Treasury and Investment Office (T&IO) and George Rolls, Investment Specialist within the M&G Asia Team. They discussed:

  • Recent performance and the current positioning across our Model Portfolio Service and Risk Managed Active/Passive Funds
  • Our market outlook and key themes being monitored
  • Insights on Asia and Emerging Market equities and why we think these are undervalued
  • Our thoughts on US equities, including the technology sector and potential risks

Related Insights

PruFund Update and Bonus Declaration

On this event, Paul Fidell, Investment Specialist, went through the quarter’s PruFund Expected Growth Rate (EGR) and Unit Price Adjustment (UPA) update, reviewing how the funds have performed over the last quarter.

Find out more

Market insights with M&G Wealth: Our approach to investing in bonds and why it’s different

We’ve seen a big shift in interest rates over the last 18 months with the benchmark US Treasury yields at levels not seen since 2007! This has led to sharp losses in certain areas of the bond market.

Find out more