Christophe Machu

Head of European Multi-Asset Portfolio Management
M&G Investments

Biography:

Christophe initially joined M&G in 2012 as a sales support in Paris before moving into the International Marketing team in London. In September 2014 Christophe joined the Multi Asset and Convertibles teams as an Investment Specialist. In 2019, Christophe became a Portfolio Manager for the Multi-Asset team and relocated to France in 2021 where he heads the Multi-Asset portfolio Management team.
-He has an MSc in risk and finance from EDHEC Business School and is fluent in English and French

Presentation:

How to find VALUE in a world chasing GROWTH ? Are we (finally) entering the new old paradigm ?

12h30 - 13h00
Conference Room 4

Valuation gaps can be considerable and “Mister market” can stay irrational for a very long time. That’s what John Maynard Keynes already learned us back in the days. Prices can go far below their real value as we all know. Head of European Multi-Asset Portfolio Management team, Christophe Machu, and Sales Director M&G Belux, Stacey Notteboom will explain why valuations of asset classes, sectors and companies are now coming back into focus and they will present the approach undertaken by the Multi-Asset and Equity franchises. A specific focus will be given to the M&G (Lux) Dynamic Allocation Fund. How to rely on value to construct a portfolio? How to compare the valuations of different asset classes? From Top Down to Bottom Up value analysis, value investing is rich of approaches that can guide us through the construction of the optimal asset allocation over time.

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Video

About M&G Investments:

Founded in 1931, M&G is one of the largest asset management companies in Europe, with more than €358 billion in assets under management (as at 30 June 2022). M&G’s main objective is to make its clients’ savings grow through active long-term conviction management. This philosophy is at the root of the success of its funds, which are available in many life insurance policies.

An asset management expert for over 85 years, M&G manages funds in the main asset classes of bonds, equities, multi asset and real estate. Our size and scope, with more than 2200 employees, allow us to have vast resources dedicated to analysis and research in all the main markets, which our managers can use to generate potential long-term performance for our clients.

Our investment decisions are also driven by our commitment to responsible investing. We help our clients achieve their financial goals by aiming for long-term competitive performance while contributing towards solving the world’s problems.

The value and income from the fund’s assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.

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