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Insights

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

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2018 NOV

Insights

Real estate

02/11/2018

European real estate debt: protection across market cycles

At M&G, where we typically originate the majority of our real estate loans directly with borrowers, our underwriting process enables us to include tailored covenant packages that provide downside protection for our investors.

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2018 OCT

Insights

M&G Investments

30/10/2018

Impact investing in action: Emergency care unit

Healthcare is an important impact investment area and our 25-year loan to a large UK healthcare provider intends to help more patients in the UK in need of urgent medical treatment, while also targeting a competitive financial return for institutional investors.

Read the case study

Insights

M&G Investments

24/10/2018

A guide to long lease real estate

Long-dated secure income for institutional investors.

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Insights

M&G Real Estate

23/10/2018

European Real Estate Market Outlook

Economic growth in Europe has softened, but macro tailwinds are still strong. The majority of European markets are now firmly in expansion mode.

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Insights

M&G Investments

23/10/2018

New supply, extreme valuations and late cycle dynamics

Our latest Spotlight on high yield focuses on recent new high yield bond offerings and what they reveal about European high yield valuations.
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Insights

M&G Investments

11/10/2018

European investment grade credit: market sell-off exposes value

European investment grade credit has experienced widening credit spreads since February, which has created stock-specific value and enabled us to reduce our underweight in this area.

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Insights

Ritu Vohora

09/10/2018

Equities Market Perspective: Mind the gap: US vs ROW

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2018 SEP

Insights

19/09/2018

How to approach cov-lite lending in Europe

Covenant-light, or ‘cov-lite’, lending is now the norm in both the US and Europe, but there are as yet few tests of the difference that may be felt in times of stress. Well-established lenders nevertheless understand that they need to exercise caution when evaluating each loan opportunity to ensure they are getting paid for the risks, including when the cycle turns. 

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Insights

M&G Investments

07/09/2018

A closer look at ESG

In this Q&A, Alex Jeffrey, head of Asia-Pacific, discusses plans for the Asia business and how a global, integrated approach to ESG prevents isolation of what we see as key extra-financial analysis, while the scale of our network helps us originate ‘impact’ investments from a variety of sectors.

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Insights

M&G Investments

06/09/2018

Equities Market Perspective: Gold-has it lost its lustre?

Gold posted its fifth straight monthly drop and has fallen almost 8% YTD despite escalating trade tensions and geopolitical risks. In this month’s update, Ritu Vohora, Investment Director looks at the strengthening dollar versus the precious metal, which seems to have lost its lustre and safe haven status.

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Insights

M&G Real Estate

06/09/2018

Finding the value in Urban Connectivity

The second edition of M&G Real Estate’s Urban Connectivity report ranks the physical and digital urban transport infrastructure of 64 European cities.

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