M&G Investments Southern Africa

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[Citywire South Africa @CitywireSA]

Watch: Tolerance for duration risk in domestic and global #bonds varies between #investors.

#FundManagers from @PIC_SouthAfrica, @PSG_AM, @Prescient_SA & @mandgsa share their views in clip 2 from @CitywireSA's #fixedincome roundtable.

#investments https://t.co/mXI7o5nzOR

[M&G Investments Southern Africa @mandgsa]

May 2026 was defined by an AI-driven rally that propelled the Nasdaq to an 8.4% gain and Japan's Nikkei to 9.0%, even as inflation surprises and central bank action shaped the broader landscape. Closer to home, the SARB hiked rates by 25bps to 7% in a split vote, as energy-driven inflation pushed SA CPI to 4% y/y in April - above expectations.

The signals are worth paying attention to - watch our May 2026 Market Snapshot for the full breakdown.

#MarketSnapshot #InvestmentInsights #GlobalMarkets #SouthAfrica #AssetManagement

[Moneyweb News @Moneyweb]

Since its 2019 low point, Omnia's management team has delivered a strong operational and balance sheet turnaround, according to shareholder M&G Investments.

#Moneyweb

https://t.co/jU09LjSVBF

[M&G Investments Southern Africa @mandgsa]

South Africa’s mining sector is rebounding. But is this just another cycle, or a more structural shift? With mining still globally under-owned and commodity growth underpinned by its role in the energy transition, the opportunity may be bigger than many assume. Portfolio Manager, Unathi Loos, shares more on positioning portfolios to capture long-term structural opportunities.

Read more: https://t.co/mzlJlwpmPe

#MiningInvestment #EnergyTransition #InvestmentInsights #SouthAfrica

[Citywire South Africa @CitywireSA]

Emerging market #bonds are faring better during the current global economic turmoil than in the past, says @mandgsa's Shane Woldendorp.

He shares why the recent global bond meltdown is driven by fear, not fundamentals, & how to profit, here.

#markets https://t.co/LH2ansTgzo

[M&G Investments Southern Africa @mandgsa]

Mr Price’s shares sharply de-rated after announcing its acquisition of NKD. It risks becoming another entry in the long and painful history of SA companies’ offshore acquisition misadventures. In this article we examine why the market may be pricing for a worst-case outcome and why the selloff has created an asymmetric opportunity.

https://t.co/Al8KliiT45

#SAEquities #ValueInvesting #ActiveInvesting #InvestmentInsights

[Citywire South Africa @CitywireSA]

Low correlation, sharper Sharpe ratios and volatility absorption are some of the characteristics M&G Investments like in volatile #commodities.

@DieVisser shares insights from @MandGInsights' Unathi Loos.

#oil #preciousmetals #investing https://t.co/FOuaxAcREs

[M&G Investments Southern Africa @mandgsa]

What if a weight-management drug quietly began reshaping consumer spending patterns - and our understanding of longevity?

GLP-1 therapies have moved well beyond their origins as a diabetes treatment, with growing use for weight management, anti-inflammatory benefits, and the pursuit of longevity. Our equity analyst Stefan Swanepoel explores the early evidence and considers how this evolving health trend could gradually influence consumer behaviour and parts of the economy.

Read the full article: https://t.co/QhVz05hDee

#GLP1 #InvestmentInsights #AssetManagement

[M&G Investments Southern Africa @mandgsa]

The M&G Enhanced Income Fund is built on three core pillars: a strong focus on limiting drawdowns, an acute awareness of economic cycles, and a tactically responsive investment approach. By prioritising capital preservation while generating higher income than cash through active management, the fund aims to deliver stable, smooth returns across market cycles.

Read more: https://t.co/AnfP67pm5H

#FixedIncome #CapitalPreservation #AssetManagement

[M&G Investments Southern Africa @mandgsa]

Markets are inherently uncertain. In our latest article, we explore why the M&G Income Fund remains a compelling low-risk investment solution - achieving returns without taking on undue risks using thorough credit research on every position resulting in a strong credit quality of the fund alongside exposure limits on holdings to ensure that our holdings are diversified to limit potential downside risk.

Read more: https://t.co/YjvAZyZ6Rc

#FixedIncome #CapitalPreservation #AssetManagement

[M&G Investments Southern Africa @mandgsa]

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.

https://t.co/EXzt3xvagE

[M&G Investments Southern Africa @mandgsa]

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. https://t.co/qeZR84CoRu

#China #EmergingMarkets #AssetManagement #InvestmentInsights

[M&G Investments Southern Africa @mandgsa]

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. https://t.co/NPUnExDLaI

#EmergingMarkets #Diversification #AssetManagement

[M&G Investments Southern Africa @mandgsa]

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: https://t.co/0p4AW7CNNb

#EmergingMarkets #InvestmentInsights #AssetManagement

[M&G Investments Southern Africa @mandgsa]

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

[M&G Investments Southern Africa @mandgsa]

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.

https://t.co/3wtfuWeIOT

#SouthAfricanBonds #FixedIncome #ActiveManagement #InvestmentInsights

[M&G Investments Southern Africa @mandgsa]

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.

https://t.co/thqQIyDWAB

#FixedIncome #IncomeInvesting #CapitalPreservation #ActiveManagement #AssetManagement

[M&G Investments Southern Africa @mandgsa]

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: https://t.co/F3r6lNWseK

#FixedIncome #SouthAfricanBonds #EmergingMarkets #InvestmentInsights #AssetManagement

[M&G Investments Southern Africa @mandgsa]

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: https://t.co/oj0ON1Dkhv

#IntelligenceConnected #ActiveManagement #GlobalMarkets #InvestmentInsights #AssetManagement

[M&G Investments Southern Africa @mandgsa]

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. https://t.co/WWOuF1RnPB

#InvestmentInsights #AssetManagement #GlobalInvesting