M&G Investments Southern Africa

Global equity markets rebounded strongly in April, led by gains in AI and strong US company earnings. Geopolitical tensions continued to influence market sentiment and volatility. Renewed inflation concerns shifted interest rate expectations. Read more in our latest Market Overview. mandg.co.za/insights/artic…

In her latest article, Kaitlin Byrne, joint Portfolio Manager of the recently launched M&G Diversified Emerging Markets Fund, shares on-the-ground insights from her recent visit to China. It’s a market that presents a wide and varied opportunity set, but one that requires careful selection. She unpacks how success in China depends on understanding local dynamics, policy direction and competitive positioning. Read the full article. mandg.co.za/insights/artic… #China #EmergingMarkets #AssetManagement #InvestmentInsights

In August 2025, we launched the M&G Diversified Emerging Markets Fund, which combines quantitative, fundamental, and behavioural insights to build a diversified portfolio of high-quality emerging market companies. The fund has now received regulatory approval for South African investors, providing timely access to this attractive opportunity set. Discover more about the fund. mandg.co.za/insights/artic… #EmergingMarkets #Diversification #AssetManagement

What is driving the emerging markets rally? We believe it is important to first understand the current environment and how to construct a portfolio with appropriate exposure to these markets before answering that question directly. In a recent Asset TV Masterclass, Portfolio Manager Kaitlin Byrne explores the emerging market equities landscape in detail. She unpacks the key structural drivers of the asset class, the role diversification plays in portfolio construction, and highlights which regions currently present the most attractive opportunities. Watch the full video here: assettv.co.za/site-player/as… #EmergingMarkets #InvestmentInsights #AssetManagement

In April, global equity markets moved past the headlines to reach fresh highs in several regions. We saw a notable rotation back into AI and the broader technology supply chain, supported by a solid earnings backdrop. This drove a risk-on rally despite persistent macro headwinds. Periodic easing in geopolitical risk also helped support investor confidence amid volatile headlines. Watch our Market Snapshot for more. #MarketSnapshot #GlobalMarkets #Investing

The past few weeks have been a sharp reminder of why risk premia exist - with no clarity yet on how long the US-Iran-Israel conflict will persist, or what its full investment and economic implications will be. While we can't control the Epic Fury of markets, our disciplined investment approach leaves us well equipped to deliver alpha within this backdrop. Read how the M&G Bond Fund is positioned to turn uncertainty into opportunity. mandg.co.za/insights/artic… #SouthAfricanBonds #FixedIncome #ActiveManagement #InvestmentInsights

Fixed income plays a vital role in well-diversified portfolios - especially during periods of uncertainty and volatility. We explore how the M&G Income Fund and M&G Enhanced Income Fund offer two distinct, complementary approaches - each aligned to different risk appetites and investment objectives. mandg.co.za/insights/artic… #FixedIncome #IncomeInvesting #CapitalPreservation #ActiveManagement #AssetManagement

In his latest article, CIO: Fixed Income, Gareth Bern, reflects on the last two exceptional years for South African fixed income. He explains what drove the strong returns, what’s behind recent volatility, and where we see opportunity. Read the full article: mandg.co.za/insights/artic… #FixedIncome #SouthAfricanBonds #EmergingMarkets #InvestmentInsights #AssetManagement

Amid fast-evolving geopolitical tensions and volatile markets, diverse perspectives and disciplined thinking matter more than ever. In her latest article, our CEO, Ann Leepile, explores the advantage of connected intelligence in navigating the current complex global environment. Read the full article: mandg.co.za/insights/artic… #IntelligenceConnected #ActiveManagement #GlobalMarkets #InvestmentInsights #AssetManagement

Asset TV recently featured a discussion on whether investors are missing the hidden risks - and opportunities - beneath today's market headlines. Craig Simpson, who manages the M&G Global Balanced Fund, joined the conversation to unpack where conviction meets caution - and why portfolio diversification demands new thinking. Watch the recording to find out more. assettv.co.za/site-player/as… #InvestmentInsights #AssetManagement #GlobalInvesting

Launched abroad in August, the M&G Diversified #EmergingMarkets fund has received @fscasouthafrica approval to be sold in South Africa. The fund is aimed at institutional #investors. @DieVisser shares insights from @MandGInsights @mandgsa here. citywire.com/za/news/mandg-…

Yesterday, we hosted our latest episode of CIO Connect - our webinar series offering direct access to the minds shaping our investment strategy. With a focus on South African fixed income and opportunities in the local market, our CIO of Fixed Income, Gareth Bern, shared insights on: - What drove the strong performance of the SA fixed income market over the past two years - The current investment landscape, including the market volatility experienced in March - Two solutions for investors looking to navigate the uncertain landscape - M&G Income Fund and M&G Enhanced Income Fund Missed it? You can watch the full webinar on our website now. mandg.co.za/insights/artic… #FixedIncome #InvestmentInsights #CIOConnect

The first quarter of 2026 reminded investors just how quickly the landscape can shift. From renewed trade tensions to escalating geopolitical conflict and a sharp surge in oil prices - markets were anything but calm. Amid the volatility, new opportunities emerged where valuations became increasingly attractive. Read more in our latest Market Observations, by Alet Fick, Senior Multi-Asset Analyst: mandg.co.za/insights/artic… #MarketUpdate #Investing #Q12026 #Volatility #AssetAllocation

March proved challenging for global markets. Risk-off sentiment dominated as equities declined amid escalating geopolitical tensions, central banks holding rates steady (and the uncertain path ahead) and growing inflation concerns. Watch our latest market snapshot for a concise overview of the key developments - in under 2 minutes. #MarketSnapshot #GlobalMarkets #Inflation #InterestRates #InvestmentInsights

At first glance, the M&G Global Balanced Fund looks broadly neutral across equities and fixed income. But, beneath the surface, its positioning is far more nuanced and differentiated. Craig Simpson (Head of Portfolio Management, Global Multi Asset) and Shane Woldendorp (Investment Director - Global) recently sat down in our Cape Town office to discuss the fund’s behavioural-led, macro-driven approach, what drove performance in 2025, and the risks and opportunities shaping the year ahead. Key takeaway: For South African investors, we believe the fund’s differentiated global bond exposure can add a valuable layer of offshore diversification. Read the full article here: mandg.co.za/insights/artic… #GlobalInvesting #MultiAsset #OffshoreDiversification #InvestmentStrategy

Global diversification may matter now more than ever. In this video, Shane Woldendorp, Investment Director – Global, speaks with Craig Simpson, Head of Portfolio Management for our Global Multi-Asset team, to unpack the key drivers behind the M&G Global Balanced Fund’s strong 2025 performance and its differentiated positioning into 2026. From country-level opportunities in emerging markets to the value we’re seeing in global bonds, Craig shares what drove returns last year and what he believes is shaping the year ahead. Watch the full conversation here. #BalancedFund #MultiAsset #GlobalMarkets #EmergingMarkets #InvestmentInsights

In the M&G Global Balanced Fund, returns in 2025 came from three key areas: equity stock selection, strong bond performance, and tactical asset allocation. Currency carry strategies added another layer of return. Explore the discussion in this video. #BalancedFund #MultiAsset #GlobalMarkets #EmergingMarkets #InvestmentInsights

For South African investors looking to diversify offshore, how does the M&G Global Balanced Fund stand out from other balanced funds available? Watch the video to find out why global bonds may be the differentiator. #GlobalBonds #Diversification #InvestmentStrategy #FixedIncome

With credit a large part of the benchmark, M&G Global Balanced Fund Manager Craig Simpson explains why we’re underweight credit and highlights other areas where we’re seeing value. Watch the video for more details. #CreditMarkets #FixedIncome #InvestmentStrategy #EmergingMarkets #Bonds

On the surface, the M&G Global Balanced Fund seems broadly neutral on equities and fixed income. Yet, when you look more deeply, our differentiated views become apparent. Learn more about the funds’ 2026 positioning in this video. #InvestmentStrategy #GlobalMarkets #ValuationMatters