M&G Investments Southern Africa

Sometimes the smartest move is the one you don't make. For over three decades, we've chosen not to chase every trend, because discipline beats hype, every time. In a world of noise, consistency becomes intelligence. #IntelligenceConnected #ConsistencyBecomesIntelligence #Discipline MandG Investment Managers (Pty) Ltd is an authorised discretionary financial services provider.

Inflation surprises. Rising bond yields. A sharp late-month tech sell-off. October kept investors on their toes, but not every market felt the pressure equally. So, where did markets find support, where did they slip, and what could it mean for investors heading into year-end? Watch our October Market Snapshot for the key market moves in 2 mins.

When market noise gets louder, investment intelligence means knowing what deserves your attention and what should not change your approach. This article explores why investment discipline matters most under pressure. At M&G Investments, that means staying focused on value, thinking long-term, and managing risk carefully. Read the article to understand why investment discipline matters most under pressure: mandg.co.za/insights/article… #IntelligenceConnect #InvestmentDiscipline #LongtermInvesting

Markets rarely follow the script. So how do you invest when the future is uncertain? Alet Fick, Senior Multi-Asset Analyst, explores how a flexible, valuation-led approach to multi-asset investing can help navigate changing market conditions over decades of managing the M&G Inflation Plus Fund. Read more: mandg.co.za/insights/article… #ConsiderThis #InvestmentInsights #Markets

Building a resilient multi-asset portfolio in today’s environment requires a combination of strategic asset allocation, careful security selection and the flexibility to act when markets move away from fair value. Sandile Malinga, Chief Investment Officer: Multi-Asset, unpacks our disciplined investment process and its significance in these uncertain times. mandg.co.za/insights/article… #ConsiderThis #InvestmentInsights #AssetAllocation

The facts stay the same. What you see in them changes. Across 28 markets, our teams never look at the same data in a similar way, because a fresh perspective uncovers what others miss. In a world of noise, consistency becomes intelligence. #IntelligenceConnected #ConsistencyBecomesIntelligence #GlobalInsight MandG Investment Managers (Pty) Ltd is an authorised discretionary financial services provider.

While great progress has been made, South Africa is still lagging in some areas as far as true transformation is concerned. Ann Leepile, CEO, shares her perspective that inclusion must remain South Africa’s shared project. mandg.co.za/insights/article… #ConsiderThis #InvestmentInsights

Time requires consistency to build value. The M&G Equity Fund and M&G Dividend Maximiser Fund have delivered outperformance since inception - proof that patience, paired with process, pays off. In a world of noise, consistency becomes intelligence. #IntelligenceConnected #ConsistencyBecomesIntelligence #MGEquityFund #MGDividendMaximiser Assets are managed by MandG Investment Managers (Pty) Ltd, an authorised discretionary financial services provider. Past performance is not necessarily a guide to future investment performance. Further information is available at mandg.co.za. Source: Morningstar as at 30/06/2026, (ASISA) South African EQ General.

Choosing a unit trust? Look beyond the latest returns. Understanding what a fund invests in, its risk and fees, investment approach and long-term track record can help you make a more informed decision. The right fund is less about yesterday’s performance, but how it fits your goals and investment horizon. Read our guide to unit trusts: mandg.co.za/insights/article…

Long-term outcomes aren’t built on one bold call. They're built on the conviction to stay the course, cycle after cycle, decade after decade. In a world of noise, consistency becomes intelligence. #IntelligenceConnected #ConsistencyBecomesIntelligence #LongTermInvesting MandG Investment Managers (Pty) Ltd is an authorised discretionary financial services provider.

Spiking yields, a sell-off in global bonds and a reversal in equity trends kept markets on edge – while energy prices and the path of interest rates remained firmly in focus. Our Q3 2026 Market Observations unpacks the key trends, asset class performance and portfolio positioning. mandg.co.za/insights/article… #MarketObservations #InvestmentInsights #GlobalMarkets #AssetAllocation #MarketOutlook

Scale brings clarity. Collaboration sharpens insight. Over 6 000* sharp minds interrogate every decision we make, because better questions lead to better outcomes. In a world of noise, consistency becomes intelligence. #IntelligenceConnected #ConsistencyBecomesIntelligence #OneTeam MandG Investment Managers (Pty) Ltd is an authorised discretionary financial services provider. *This advert represents 6 000 employees across the M&G Group.

September was a challenging month for global bonds and a mixed one for equities, as rising oil prices, higher bond yields and inflation concerns shaped sentiment. With the Fed, ECB, SARB and BOJ all raising rates during the month, attention remained firmly on energy prices and the path of interest rates. Watch our September Market Snapshot for the key market moves in 2 mins. #MarketSnapshot #InvestmentInsights #GlobalMarkets #InterestRates #BondMarkets

The result gets noticed. The process doesn’t. For 30 years, our valuation-led investment philosophy hasn't changed. When the fundamentals are right, they don't need reinventing. In a world of noise, consistency becomes intelligence. #IntelligenceConnected #ConsistencyBecomesIntelligence #ValuationLed MandG Investment Managers (Pty) Ltd is an authorised discretionary financial services provider.

Scale gives you range. Connection gives you focus. With R8.4 trillion* in global capability, we bring world-class scale and ground it in local insight. In a world of noise, consistency becomes intelligence. #IntelligenceConnected #ConsistencyBecomesIntelligence #GlobalScale MandG Investment Managers (Pty) Ltd is an authorised discretionary financial services provider. *This advert represents Assets under management and administration for M&G plc as at 30/06/2026, total ZAR8,4 trillion.

Our heritage connects us to our roots, but it is how we show up for one another today that truly defines us. To honour Heritage Day, we hosted our 4th annual “Bring a Dish, Make a Difference” gathering yesterday in our Cape Town office. For every traditional dish brought by our colleagues, our parent company M&G plc donated to U-turn, with M&G Investments Southern Africa matching the contribution. U-turn works to end homelessness in South Africa, providing beds, rehabilitation support, and hope to those in need. Wishing all our clients, partners, and colleagues a meaningful Heritage Day. Let us continue building a shared future rooted in respect and belonging. #HeritageDay #SocialImpact #DiversityAndInclusion

AI is driving parts of the EM rally – but where else are the opportunities? Portfolio Manager, Kaitlin Byrne, explores the value emerging beyond the headline winners, from Asian consumer stocks to financials in Brazil, Mexico and Indonesia. Explore more: mandg.co.za/insights/article…

Global equities gained in August, supported by continued AI optimism and strong technology earnings. Emerging markets outperformed developed markets, while South Africa stood out as resources rallied and the rand strengthened. But rising oil prices, geopolitical tensions and shifting rate expectations added volatility, while global bonds came under pressure. Read our August Market Overview for the key market themes: mandg.co.za/insights/article… #EmergingMarkets #SouthAfrica #MarketUpdate

Global markets continued to navigate geopolitical uncertainty as the US-Iran conflict pushed Brent crude above $90 per barrel, reigniting inflation concerns and weighing on bonds and equities. Despite this, some equity markets largely looked through the geopolitical noise. Optimism around AI and technology helped drive strong returns in the US, Germany and Japan. Closer to home, SA equities benefited from robust performance in the resources sector, supported by rand strength and a weaker US dollar. Watch the Market Snapshot in under 2 mins. #MarketSnapshot #GlobalMarkets #SouthAfrica