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Insights

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

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2019 FEB

Insights

M&G Investments

14/02/2019

What are the prospects for European loans?

Uncertainty, in its many guises, looks set to prevail in 2019. Nevertheless, high running coupons – and trading opportunities – bode well for a year of higher returns from the European loan market.

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Insights

M&G Real Estate

13/02/2019

Asia Real Estate Market Outlook

Despite external headwinds to developed economies, we believe domestic drivers should sustain the Asia Pacific region’s economic growth in 2019.

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Insights

M&G Real estate

12/02/2019

UK Real Estate Market Outlook

Despite ongoing Brexit uncertainty, healthy economic activity in the UK is underpinned by consumer sector and continuing labour market strength.

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Insights

Michael Bourke

08/02/2019

Chinese equities: Opportunities in the Year of the Pig?

As celebrations for the Lunar New Year get under way, could the Year of the Pig bring investors good fortune or will stockmarket returns be lean?

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Insights

Rita Vohora

08/02/2019

Equities Market perspective - Fed climbs down rate hikes

In this month’s video, Investment Director, Ritu Vohora, looks at the Fed’s dramatic shift to a more dovish stance, with an emphasis on patience. The Fed’s pause was welcomed by investors in January and is positive for risk assets. But risks remain and we are likely to see continued volatility in the coming months.

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Insights

M&G Investments

08/02/2019

Spotlight on Euro high yield - Attractiveness following recent volatility

We believe the European high yield market appears to be well-placed to perform well relative to government bonds. David Fancourt explains what we are seeing and why we have been adding risk in the high yield strategy.

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2019 JAN

Insights

M&G Investments

31/01/2019

Income secured on real assets

Investor allocations to real assets are growing, attracted to tangible stores of value and the potential diversification of risk exposure.

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Insights

Rita Vohora

15/01/2019

FTSE 100 celebrates 35 years - a bargain opportunity?

In this month’s video, Investment Director, Ritu Vohora looks at the evolution of the FTSE 100 over the past 35 years and whether UK equities are a buying opportunity.
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Insights

M&G Investments

15/01/2019

Shifting the conversation towards impact investment

The growth of impact investing industry has coincided with a growing realisation that what we finance now and over the next decade will transform our world in the next century and beyond.

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Insights

M&G Investments

09/01/2019

Building cashflow matching solutions

For pension funds, meeting their cashflow liabilities is becoming an ever-increasing challenge. Achieving self-sufficiency through a bespoke cashflow matching solution offers a potential answer. In this paper, we look at why building your own annuity book involves being flexible and asset agnostic, what we have used as building blocks and the process of putting together such portfolios.

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Insights

M&G Investments

04/01/2019

Green bonds: A viable asset class?

This paper looks at the developing green bond market and highlights important considerations for credit investors looking to increase their green investments through the bond market.

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Insights

M&G Investments

04/01/2019

Spotlight on Retail: What is the role for 'real' shops in a digital age?

The retail sector has received a host of headlines as of late, as businesses restructure faced with the dual challenge of dampened consumer spending and the disruption caused by the rise of e-commerce. So what is the role for real shops in a digital age and how have supermarkets shown resilience?

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2018 DEC

Insights

M&G Investments

28/12/2018

Finding new opportunities in fixed income and alternatives

Our latest Investment intelligence Q&A looks at what fixed income and alternatives can offer investors today, our approach to investing sustainably and how we can help institutions meet their long-term investment goals.

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Insights

M&G Investments

11/12/2018

Generating reliable income streams in stormy markets

Our latest spotlight on multi-asset investing aims to demonstrate that market volatility, such as we have seen recently, need not compromise institutional investors achieving their requirements for steady income.

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Insights

M&G Real Estate

11/12/2018

Magnify: Green Buildings

With the built environment responsible for almost 40% of energy consumption in the EU, real estate investors around the world are increasingly committing to more sustainable practices.

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Insights

M&G Investments

11/12/2018

Nowhere to hide - a testing year for investors

In this month’s video, Investment Director, Ritu Vohora reflects on the return of volatility in 2018 and what it means for equities as we look ahead to the new year.

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