M&G - Lighthouse: Investment insight from the team that manages PruFund
14 April 2026
The first edition explores what the investment team sees coming next, helping you to frame expectations, contextualise volatility, and help guide your clients through uncertain conditions.
Explore the first edition
In this quarter’s edition:
AI and Market concentration
AI continues to drive markets, but leadership is narrow. Our global lens highlights where opportunities are broadening beyond the US, helping you frame the risks and rewards in today’s tech driven landscape.
Safe- Haven assets
Traditional safe-haven assets aren’t behaving as reliably as they once did. We explore how diversifying across defensive assets and low correlation strategies can help strengthen resilience across client portfolios.
Valuations
Much of last year’s performance has been valuation driven rather than fundamentals led. This section explains why starting valuations remain a useful anchor when setting long term expectations.
Capital Markets
We outline how we use valuation discipline, structural analysis and scenario modelling to build diversified portfolios designed to navigate multiple future paths.
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Whether you’re reviewing your current investment propositions or simply exploring alternative perspectives, Lighthouse offers a useful way to stay informed on the factors driving markets.
