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Insights

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

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2016 SEP

Insights

M&G Investments

12/09/2016

Active management of index-linked gilts

The index-linked gilt market has developed significantly in recent years so that it now offers, in common with other asset classes, some substantial opportunities for skilled active managers to capture returns above and beyond those of the benchmark index.
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Market summaries

M&G Real Estate

06/09/2016

UK Real Estate Market Outlook

In the weeks following the UK referendum vote to leave the European Union, the initial impact of the result has been uncertainty, causing falls in confidence. A slowdown in economic growth is likely as businesses and consumers wait for clarity over what form the UK’s new relationship with Europe will take and also, more in the near term, over the domestic political environment.

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2016 AUG

Insights

M&G Investments

24/08/2016

European ABS: selective opportunities emerge after Brexit

Europe’s asset-backed securities (ABS) market has proved resilient since the initial negative impact of the Brexit vote, with pricing returning to relative stability during July. However, the early turbulence created some selective investment opportunities for long-term institutional investors while also enabling profit-taking in areas where spreads (over Libor) have recovered. 

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Insights

M&G Investments

08/08/2016

The value opportunity?

European equity markets have been feeling the effect of central bank quantitative easing policies, resulting in high prices for “growth” stocks while “value” parts of the market have languished. However, valuation dispersion within sectors has created an exciting opportunity for value stocks.

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Insights

M&G Investments

04/08/2016

Bond markets since Brexit

How have investors reacted since the bond market volatility caused by the recent Brexit vote? Whilst yields on both gilts and European government debt have hit new record lows as a result of high demand for safe assets, corporate bonds saw initial short-term weakness followed by a strong rebound in the last few weeks.

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2016 JUL

Insights

M&G Investments

29/07/2016

UK real estate: opportunities in a Brexit world

One month after the referendum vote to leave the EU, the UK real estate market is adapting to the result. Read our analysis on which sectors may face the greatest short-term challenges, and which may present attractive long-term investment opportunities.

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Insights

M&G Investments

18/07/2016

Equity markets after Brexit

Equity markets have unsurprisingly been volatile since 24 June as investors have grappled with the uncertainty caused by the outcome of the Brexit vote. The immediate impact was a widespread sell-off in stocks with revenue exposure to the UK and Europe and particularly the UK’s mid-cap and small-cap indices, although these have recovered somewhat in recent trading sessions.
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Market summaries

M&G Real Estate

13/07/2016

Asia Pacific real estate market outlook

Asia Pacific is on track to deliver some of the highest total returns globally in 2016 – averaging nearly 10% across the region. Following the UK’s vote to leave the European Union, and the expected period of market volatility in that region as a result, appetite for Asia may pick up even further thanks to its relatively more attractive GDP growth and prospective returns. Read the latest research from M&G Real Estate for details on where within Asia Pacific we see the best short-term rental growth prospects and the most attractive long-term investment opportunities.
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Insights

M&G Investments

08/07/2016

Building blocks: investing for cashflow using corporate credit

As defined benefit pension schemes draw closer to maturity, there is an increasing need to invest for cashflow to meet pensioner payrolls. As such, fixed income strategies are evolving, offering hold-to-maturity investments managed for coupon income that can use a broad spectrum of public and private assets to help pension schemes deliver the predictable, scheduled and secure cashflows that they require.
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Insights

M&G Investments

04/07/2016

Markets after Brexit: a multi-asset perspective

Pricing in financial markets continues to fluctuate – at times dramatically – as investors digest the impact of the UK’s vote to leave the European Union. Sterling and UK mid-cap equity indices saw the largest initial investor reaction while large-caps and fixed income markets were more sanguine, but the ripples have affected markets worldwide as the fallout from the vote continues to be felt. We review the major market developments since Brexit.
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