Woolnough says world economy healthier than many think
Arguably the biggest name in UK fixed-income investing, M&G’s Richard Woolnough talks bear markets, duration, deflation, outflows and whether bonds really do have a problem with illiquidity
Arguably the biggest name in UK fixed-income investing, M&G’s Richard Woolnough talks bear markets, duration, deflation, outflows and whether bonds really do have a problem with illiquidity
Bond fund managers have taken a kicking from the money pages of late with accusations of bad decision making, as well as being overpaid and, more importantly, ill prepared for a liquidity squeeze.
Keeping interest rates as low as they are for as long as they have done is a policy error on the part of the Fed says M&G bond manager, Ben Lord.
With two of the UK’s largest fund groups reportedly looking to end their ties with the Investment Association, have the first seeds been sown on an industry revolution?
M&G Investments and Schroders are poised to leave the Investment Association after opting not to renew their memberships with the industry body.
Allianz Global Investors’ capture of former M&G Bond Vigilante Mike Riddell is a marquee signing, but the jury is still out on what it means for both his new funds and employers.
Allianz Global Investors has recruited former M&G man Mike Riddell as it brings its Gilt Yield and Sterling Total Return vehicles back in-house.
China contagion has brought out opportunities in European equities and US banks, according to M&G’s multi asset team.
Impending interest rate hikes could see REITs experience a short-term wobble, says Neuberger Berman’s Gillian Tiltman, but will underpin global property’s upward trajectory.
Increasing levels of M&A activity can reverse the fortunes of ‘dog fund’ M&G Recovery, according to manager Tom Dobell.
The Bank of England has missed a trick by holding the interest rate, says M&G’s Richard Woolnough, and there could be significant ramifications.
M&G Investments’ Dave Fishwick is taking on the running of the company’s £881m Managed Growth Fund from 1 September.