Name: M&G (Lux) Episode Macro Fund Quarterly update call
Start: 2024-07-24T08:30:00Z
End: 2024-07-24T08:30:30.000Z
Location: BrightTALK
Rating: 0

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?

In this webcast, Gautam Samarth, Co Deputy Fund Manager, and Sophie Leader, Investment Specialist, will provide an update on the M&G (Lux) Episode Macro Fund, highlighting performance drivers and portfolio positioning over the past quarter. During the call they will also provide an outlook on their views for the period ahead.

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

Multi Asset

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

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

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