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Audience

Insights

Here you can find insights, thought leadership and market commentaries, compiled by our expert teams.

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.

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2018 MAY

Insights

M&G Investments

16/05/2018

Investment Intelligence The importance of cash as an allocation decision

Patience may be an underrated strategy, positioning portfolios defensively and keeping powder dry in cash for use when attractive opportunities arise.

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Insights

M&G Investments

14/05/2018

Finding risk adjusted returns in an uncertain world

In this Q&A, Andrew Boughen, leveraged loans fund manager, explains why European leveraged loans are increasingly popular with pension funds and insurers globally, what makes the loan asset class different to others and the reasons why it could be an opportune time to invest.

Read the full Q&A

Insights

M&G Investments

09/05/2018

Finding the value in European real estate

The accelerating economic recovery in Europe continues and has attracted investment in the region. So, where is the value?

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Insights

M&G Institutional

09/05/2018

Do European ABS remain attractive to investors?

With issuance likely to increase, the relative value of European ABS is expected to remain attractive to investors.

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Insights

M&G Investments

09/05/2018

Equities Market Perspective: Earnings season - "as good as it gets"?

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Insights

M&G Institutional

09/05/2018

How does politics influence markets?

In recent years, the world has witnessed an array of surprise election outcomes, sometimes accompanied by market reactions that are often behavioural in nature. These ‘episodes’ can create attractive opportunities as market prices and fundamental value diverge.

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2018 APR

Insights

M&G Institutional

27/04/2018

Spotlight on emerging market debt

Economic cycles in emerging markets create a hugely varied landscape that offers a diversified investment universe to investors with the flexibility to move freely between bonds and currencies.

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Insights

M&G Institutional

27/04/2018

Spotlight on emerging market equities

After a stellar 2017 for EM equities underpinned by robust corporate earnings, we are optimistic that improving company fundamentals should continue to support the asset class.

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Insights

M&G Institutional

25/04/2018

Diversification in a rising interest rate environment

A changing investment climate, in which rising short-term US interest rates may be altering correlations between traditional asset classes, requires new diversification strategies to respond effectively.

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Insights

M&G Investments

17/04/2018

Equities Market Perspective: Trade wars: is Trump’s bark worse than his bite?

Wobbles in the technology sector and fears of a trade war saw volatility return to markets in March .

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Insights

M&G Institutional

17/04/2018

ESG, sustainability and impact investing at M&G

Increasing awareness among institutional asset owners, pension scheme members and individual savers is shifting attitudes in favour of more sustainable approaches to investment. We outline M&G’s growing suite of ESG-focused investment strategies.

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Insights

M&G Investments

03/04/2018

How do you engage with bond issuers on ESG factors?

ESG issues can and do impact fixed income investment returns, but they need to be managed and addressed via integrated research and engagement programmes.

Read the full paper

2018 MAR

Insights

M&G Real Estate

20/03/2018

Where are the opportunities in European real estate?

The economic upturn is broadening across Europe, while the recovery in economic sentiment continues to filter through to occupier markets.

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Insights

M&G Investments

16/03/2018

Investment intelligence Q&A: Why consider impact investment?

Richard Sherry, director of alternative credit, explains how impact investment can work for institutional investors and what it will take for this growing market to reach critical mass.

Read the full Q&A

Insights

M&G Real Estate

13/03/2018

European Real Estate Market Outlook

The economic upturn is broadening across Europe, while the recovery in economic sentiment continues to filter through to occupier markets.

Read the full paper

Insights

M&G Investments

12/03/2018

Equities Market Perspective: Keep calm and stay invested

February highlighted the difficulty and potential costs of trying to time the market, the worst week since 2016 was followed by the best week since 2015. Those who kept calm and stayed invested were rewarded. Investment Director, Ritu Vohora explains why selectivity in the equity markets remains key.

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Insights

M&G Real Estate

09/03/2018

Grand Paris Project: opportunities beyond CBD

By 2030, the €26 billion Grand Paris project is expected to generate $29 billion of net new money and add 200km to the transport network.

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Insights

M&G Investments

06/03/2018

How does M&G approach investing in global credit?

Localism applied globally is a key element of how M&G invests in global credit, using its value-driven bottom-up approach to fixed income.

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Insights

M&G Real Estate

06/03/2018

M&G Real Estate Perspectives on the Italian election

The Italian election has resulted in deadlock, leaving the president to choose a compromise candidate to form a new government. In this Perspectives, we consider the outcome of the election in the context of the Italian property market.

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