Dream Machine

Marketing communication.  Stefan reflects on the evolution of fixed income — from the early days of the Bond Vigilantes blog to today’s global, fast‑moving markets — and why conviction, emotional resilience and stepping away from the herd still matter. And while his approach to markets is measured and forward‑looking, his snack choices reveal a fondness for the simple, unmistakable comforts that s...

Marketing communication. Fabiana discusses the power of learning from mistakes, why self‑awareness is the hallmark of exceptional fund managers, and how diversity — of background, thought and generation — strengthens the investment process. Whether mentoring her teams, fostering healthy debate, or encouraging curiosity at every level, Fabiana brings a thoughtful, human approach to navigating compl...

Marketing communication.  From navigating global crises to shaping high‑performing teams, Andy reflects on the mindset needed to thrive in a role where scrutiny comes daily and resilience really counts. He talks about curiosity, owning your mistakes, and nurturing the next generation across M&G Investments globally. But when it comes to the world of snacks… does he keep things just a little cl...

Marketing communication for professional investors only.  Join hosts Laura Brown and Alex Matcham for Season 2. New stories. Fresh perspectives. Same mission: Getting to know the people behind the portfolios.   Important information For investment professionals only. Not for onward distribution. No other persons should rely on any information contained within. In the UK, this financial promotion i...

Marketing communication. Stuart Rhodes reflects on more than two decades of navigating income investing, market cycles and the discipline it takes to stay focused when the world changes around you. Stuart shares how experience, curiosity and a willingness to rethink assumptions have shaped his approach. And when the snacking spiral starts, he pays himself in tiny dividends — one chocolate button a...

Marketing communication. Catherine joins us to discuss the evolution of private markets and the principles that underpin successful long‑term investing. From helping to establish Europe’s early private credit funds to navigating today’s heightened attention on the asset class. Catherine explains why patience, demystification and discipline remain essential. And yes — even her drink of choice comes...

Marketing communication. Richard joins us to discuss the lessons learned from more than two decades of value investing. From surviving the dot‑com bubble to managing through periods of underperformance, Richard explains why patience, contrarian thinking and an obsession with downside risk sit at the heart of his investment philosophy. But might his deepest conviction be… his stance on chutney? Gue...

Richard Woolnough shares how what set him on the path of a career in investments. We discover why he switched from equities to bonds, and from sales-side to buy-side and his thoughts on active versus passive. But does he carry out the same risk-reward assessment when it comes to is approach to ‘full fat vs diet’ coke?   Guest: Richard Woolnough, Fund Manager, Fixed Income Hosts: Laura Brown, CMO a...

Fund manager Thembeka Stemala Dagbo discusses how motherhood has provided her with important new perspectives, why she sees a strong future for diversity and inclusion investing and discovers whether the Dream Machine offers cocktails.   Guest: Thembeka Stemela Dagbo, Fund Manager, Sustainability and Impact equities. Hosts: Laura Brown, CMO and Head of Client Experience Alex Matcham, Head of UK Wh...

Bond vigilante Eva Sun-Wai joins us to discuss navigating the industry as a younger fund manager “in a world of David’s”. Eva shares how she began her investment career, her current motivations and how she successfully maintains a work life balance. But does that balance come through when selecting her snacking choices? Find out as she makes her three Dream Machine selections. Guest: Eva Sun-Wai,...

We talk sustainability and impact investing with our Head of Impact, Ben Constable Maxwell. Ben addresses the negativity and common misconceptions about sustainable investing, he discusses how he sees scaling good practices will ultimately lead to better outcomes and sums up his thoughts on the future of the planet and human existence in just 30 seconds! But does his commitment to sustainability e...

In conversation with Asia equities fund manager Carl Vine, we scale Mount Fuji, discuss the importance of adding value to companies and explore the creative process behind investments. Carl highlights why he sees the healthier option for fund manager development is building your own human capital. But do Carl’s dream vending machine items also provide such a healthy choice? Perhaps polyphenols pro...

In this debut episode, fund manager Alex Araujo shares the pivotal moment when a Canadian bond sparked his interest in the financial world. He delves into his experience of joining M&G Investments, highlighting the challenges and triumphs of launching and managing a global listed infrastructure fund and discusses why investing in toll roads has proven to be so rewarding. Alex also introduces t...

Get to know M&G's Fund Managers as they share their career journeys, investment insights, and dream vending machine snacks along the way!    The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested. Past performance is not a guide to future performance. The views expressed in this document should n...