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


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2017 JUN



Multi-asset investing for pension funds – part 2

In part 2 of this article, Dave Fishwick, head of multi-asset investing at M&G, concludes his discussion on the growth of pension fund demand for multi-asset strategies with a note of caution.

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Ritu Vohora


Equities Market Perspective: Earnings strong across the board

The equity rally has been backed by widespread earnings growth. In this month’s update, Ritu Vohora, Investment Director asks if earnings can continue to surprise to the upside.

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Multi-asset investing for Pension funds – part 1

Dave Fishwick, head of multi-asset investing at M&G, discusses how pension fund demand for multi-asset strategies has increased over the past two decades as investment needs have changed.

Read the full paper

2017 MAY


M&G Real Estate


European Urban Connectivity Ranking

At M&G Real Estate, we have launched the European Urban Connectivity Ranking which involves grading 64 European cities based on their capacity to improve physical and digital urban connectivity in the face of the growing density pressures that face cities today. Such connectivity infrastructures provide strong support for a city’s property fundamentals. Find out how connected the city you invest in is by downloading our report.

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Infrastructure debt: What benefits can it offer investors?

John Mayhew video

John Mayhew, Head of Infrastructure Finance, highlights the key features and appeal of infrastructure debt, including reliable, secure and long-term income.

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Neo-nationalism – what could a new era mean for investors?

Eric Lonergan, M&G Fund Manager, discusses potential implications for changes in the political, economic and investment era.

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M&G Insights


Regime change: what neo-nationalism could mean for multi-asset investors

The prevailing economic regime, or era, has a huge impact on the risk and return profiles of assets and how they behave.

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2017 APR



How can real assets help income-seeking institutional investors?

Institutional investors, particularly pension funds, are interested in alternative approaches to generating the income necessary to meet their long-term liabilities. Investments in real assets, such as infrastructure and real estate, can capture a number of attractive features.

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M&G Insights


Comparing the investment cases for European and US leveraged loans

Leveraged loans offer investors a broad and relatively liquid market of private, sub-investment grade debt that can deliver attractive returns with lower volatility compared with public markets.

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Market summaries


Pooled Pensions: Q1 Quarterly Market Summary

Read the latest Pooled Pensions quarterly market summary.
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M&G investments


Impact investing: a growing market for institutional investors

The world requires investment on a huge scale to address environmental and social challenges, such as carbon emissions, disease and poverty. As such, impact investing – investing to achieve social or environmental benefits in addition to attractive returns – is a growing area and, given increasing constraints on public resources, mobilising private investment is imperative.

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Multi-asset and behavioural investing

Dave Fishwick, M&G Fund Manager, discusses behavioural investing with Frank Potaczek from Defaqto.

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