by Jake Moeller.
In this #FundManagerChat podcast, Maria Municchi, portfolio manager within the Multi-Asset team at M&G, shares her thoughts on the key drivers influencing her portfolio construction as we move into 2020.
|00:20||What is the impact of central bank and interest rate policy?|
|02:35||What is your view on global volatility?|
|03:35||How important are geopolitical issues at the moment?|
|05:20||What is your broad outlook for equities and bonds|
|09:00||What opportunities does ESG and Impact investing hold for you?|
|12:30||What should investors be wary of in 2020? What are some of the tailwinds?|
Maria Municchi is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv, in London on December 17, 2019.
Maria Municchi joined M&G in 2009 and is a member of the Multi Asset team and the Positive Impact team. She is the fund manager of the M&G Sustainable Multi Asset Fund and also deputy fund manager of the M&G Episode Income Fund.
Before joining M&G, Maria worked at Barings and UBS Asset Management. She has an MSc in international management and finance and is a CFA charterholder.
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This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.
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