M&G Investments Southern Africa

25/05/2026

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://www.mandg.co.za/insights/articles/mining-momentum-market-resilience-navigating-south-africa-s-next-investment-cycle

21/05/2026

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://www.mandg.co.za/insights/articles/the-price-you-pay-why-mr-prices-selloff-has-created-an-asymmetric-opportunity

19/05/2026

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://www.mandg.co.za/insights/articles/glp-1s-a-health-trend-with-potentially-far-reaching-economic-implications

While it is too early to draw firm conclusions, incoming research and early international data suggest that GLP‑1 adoption could become a meaningful variable shaping consumption patterns over time.

15/05/2026

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 prioritizing 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://www.mandg.co.za/insights/articles/a-flexible-active-approach-to-income-with-a-focus-on-capital-protection


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14/05/2026

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://www.mandg.co.za/insights/articles/mg-income-fund-a-compelling-low-risk-investment-solution

11/05/2026

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.

Equities rebound amid market volatility as AI tech leads gains, geopolitical risks lift oil prices, and central banks hold rates amid inflation concerns.

08/05/2026

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://www.mandg.co.za/insights/articles/travel-notes-investment-impressions-from-china

07/05/2026

In August 2025, we launched the M&G Diversified Emerging Markets Fund, which combines quantitative, fundamental, and behavioral 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://www.mandg.co.za/insights/articles/introducing-the-mg-diversified-emerging-markets-fund

06/05/2026

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://www.assettv.co.za/site-player/assettv-non-login-player/77a5db7f-4a0b-4181-bc9d-67e5b75e8fea

04/05/2026

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.

30/04/2026

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://www.mandg.co.za/insights/articles/mg-bond-fund-exploiting-dislocation-in-the-fog-of-war