M&g Plc · LSE:MNG
M&g — Investor Presentation (September 2022)
13 slides from M&g's investor presentation, Sep 13, 2022
Slide 1: Political upheaval and economic headwinds – but what does it mean for investing client funds?
Political upheaval and economic headwinds – WELCOME but what does it mean for investing client funds? 13 September 2022 For Adviser use only. Not for use with clients.
Slide 2: Who we are
Who we are M &G | | | Pru L_] M&G wealth Ol M&G Investments
Slide 3: Pru & M&G Investments and Platform
Technical expertise Thought-leadership Pru & M&G Platform Investments • Full asset universe plus Model and Bespoke • Smoothed, planet-friendly portfolios and Risk Managed funds • Family linking capability • Wide range of OEICs and pricing • Full range of tax wrappers • Run your CIP or CRP and soluti
Slide 4: Welcome
Political upheaval and economic headwinds – WELCOME but what does it mean for investing client funds? 13 September 2022 For Adviser use only. Not for use with clients.
Slide 5: Important Information
Important Information The information in this presentation is based on our understanding of current taxation, legislation and HM Revenue & Customs practice all of which are liable to change without notice. The impact of any taxation (and any tax reliefs) depends on individual circumstances. Full ter
Slide 6: Important Information
Important Information The value of a fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested. The views expressed in this presentation should not be taken as a recommendation, advice or fore
Slide 7: Learning Objectives
Learning Objectives By the end of this session, you will be able to: 1. 2. 3. Articulate what policy Explain the outlook Provide guidance on changes the new Prime for capital markets the interest rate and Minister might introduce and investments given inflation outlook with and the impact these the
Slide 8: 2022 asset price performance
2022 asset price performance Government bonds Corporate bonds EMs Currencies Equities 20% 15% 10% 5% 0% -5% -10% -15% -20% -25% Spain Italy Germany US UK EU HY US HY EU IG US IG EM $ (EMBI global) EM $ Corp (CEMBI broad) EM LCY (GBI-EM global) Dollar Index EURUSD GBPUSD JPYUSD Stoxx 600 S&P 500 MSCI
Slide 9: Most EM central banks are hiking and EM real yields remain elevated vs DM
Most EM Central Banks are hiking and EM real yields remain elevated vs DM Central Banks - Rate change over 1 year Real yield: 10-year sovereign yield* minus forward looking inflation expectations. 10 6% 9 4% 8 2% 7 0% 6 Rate change (%) Yields 5 -2% 4 -4% 3 -6% 2 -8% 1 0 -10% Brazil Indonesia Malaysi
Slide 10: Fixed Income yield over time
Fixed Income yield over time 5y USD Investment Grade yield: Yield To Maturity Covid crisis Summer 4.5% 2022 4.0% 3.5% Eurozone crisis 3.0% 2.5% 2.0% 1.5% 1.0% 0.5% Source: Bloomberg, 31 August 2022.
Slide 11: PruFund Growth asset allocation comparison
PruFund Growth asset allocation comparison * ** *Source: Pru Actuarial as at end June 2022. **Source: M&G Treasury & Investment Office peer asset allocation data from Financial Express as at end June 2022. Data not available for two of the peers. Allocation data sourced from Financial Express data a
Slide 12: Summary: Learning Objectives
Summary: Learning Objectives By the end of this session, you will be able to: 1. 2. 3. Articulate what policy Explain the outlook Provide guidance on changes the new Prime for capital markets the interest rate and Minister might introduce and investments given inflation outlook with and the impact t
Slide 13: Thanks for listening
Political upheaval and Thanks for economic headwinds – but what does it mean listening for investing client funds? 13 September 2022 For Adviser use only. Not for use with clients.