Dec 30, 2019
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.
Running Order
| Run Time | Topic |
| 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.
About Maria Municchi
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.
Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
Disclaimer:
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.