M&G Investment Management shifts from tech stocks to undervalued companies

10 articles · Updated · Bloomberg · May 8

Chief investment officer Fabiana Fedeli said M&G had taken profits after some technology shares rose one- or two-fold in the past month.
The firm is now seeking cheaper companies with strong fundamentals as market volatility persists after a rapid rally in technology stocks.
The move signals a more defensive portfolio stance, rotating away from momentum-driven gains toward value opportunities amid uncertain market conditions.

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