Name: M&G (Lux) Optimal Income Fund
Start: 2023-12-05T10:00:00Z
End: 2023-12-05T10:00:40.000Z
Location: BrightTALK
Rating: 5

A Q2 2024 update call for the M&G (Lux) Episode Macro Fund, where the team will cover performance drivers and portfolio positioning over the quarter, as well as a brief outlook for the period ahead.

M&G (Lux) Episode Macro Fund Quarterly update call

Please join Richard Woolnough, Fund Manager from the M&G Optimal Income Strategy team as they look back at an eventual first six months of 2024 for bonds, while assessing the pathway for interest rates and inflation in the coming period and how it shapes Optimal portfolio positioning.

We’re over the halfway point of an eventful year for fixed income. Both inflation and economic growth have proved consistently inconsistent, leaving investors eager to second guess the direction of central bank policy for the rest of 2024. It also feels like it’s the Year of Elections, as key European democracies come under voter scrutiny this summer, followed by November’s US presidential election. So, although it is a volatile and unpredictable time for investors, we’re here to try and help.

Also find out:
How being active and flexible in bond selection helps investors navigate rates uncertainty, while potentially capturing opportunities in less-favoured areas of the yield curve
What’s the deal with rates risk vs. credit risk? Is it the case of taking one or the other?
How having one of Europe’s biggest credit research desks can support value capture in corporate bonds.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested.

Past performance is not a guide to future performance.

M&G Optimal Income Strategy Webcast

For investment professionals only. After a tough year in 2022, China's reopening has lifted sentiment towards emerging markets. The end of US rate hikes and a weaker US dollar could also provide tailwinds for the asset class. However, emerging markets are not all the same and a selective approach is needed to navigate this diverse asset class. 

To discover why we believe now is an interesting time to revisit emerging markets, please join us on 25 April 2023 at 09.15. Fund managers Michael Bourke and Charles de Quinsonas will discuss the opportunities they see in emerging market bonds and equities.

M&G Webcast: Time to revisit emerging markets?

Years of ultra-low interest rates made it challenging for investors to be constructive on bonds, especially government bonds. However, things have changed. While in the past it was hard to find reasons to own bonds, now it is starting to be difficult to find reasons not to own them.
Richard Woolnough, Fund Manager, M&G (Lux) Optimal Income Fund, reflects on a year of falling inflation and central banks potentially calling time on their rate hikes. What could this evolving macro view mean for the global bond universe in 2024 and how best to position portfolios with regards duration and credit?

M&G (Lux) Optimal Income Fund

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European Investors

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M&G (Lux) Optimal Income Fund

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