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Insights

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

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2017 NOV

Insights

M&G Investments

23/11/2017

UK inflation – Anything to fear from the recent rise?

Miles Tym, M&G fund manager, looks at the recent increase in UK inflation and discusses whether it represents a concern for the immediate future.

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Market summaries

08/11/2017

Pooled Pensions: Q3 Quarterly Market Summary

Read the latest Pooled Pensions quarterly market summary.
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Insights

Ritu Vohora

06/11/2017

Is now the time for active management?

For more than ten years, passive investing has gained equity market share at the expense of active investing. In this month’s update, Ritu Vohora, Investment Director, questions whether the market backdrop is now more supportive of active investment strategies. 

Watch the video

2017 OCT

Insights

M&G Investments

18/10/2017

High yield - a label, not a characteristic

Not only have yields and spreads in the Euro high yield market continued to move lower and lower, but over time, its structure has also experienced significant changes. We consider whether the term “high yield” is now just a label rather than a feature.

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Insights

M&G Investments

16/10/2017

What changes will diversified growth funds have to make to succeed in a new market environment?

Over the past decade, diversified growth funds (DGFs) have broadly delivered on their promise of equity-like returns with low volatility against a backdrop of strong performance in low-risk assets. Today, there are signs that market drivers are in transition and assets will behave differently in the future.

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Insights

M&G Real Estate

11/10/2017

A focus on European Offices

Looking further afield for opportunities reveals edge of Central Business Districts as offering attractive fundamentals and value.

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Insights

11/10/2017

A journey through the Rehearsal Rooms London

Our first purpose-built private rented sector (PRS) development has opened its doors. A range of amenities are offered on-site. Watch our video for a closer look

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Insights

M&G Real Estate

11/10/2017

European Outlook - September 2017

Underpinned by improving demand fundamentals, we expect the European property market to continue delivering strong investment returns going forward.

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Insights

M&G Real Estate

11/10/2017

The opportunity in European logistics

Nordic, CEE and Southern European logistics markets offer better potential for attractive returns, according to M&G Real Estate research.

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Insights

Siobhan Pandya

10/10/2017

Equities Market Perspective: Are UK small caps overvalued?

Small caps provide exposure to some of the UK’s most innovative and dynamic businesses, and as an asset class, have regularly produced many of the highest performing investments over the past decade or so. In this month’s update, Siobhan Pandya, Head of Equity Markets Content asks how long the good run can continue.

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2017 SEP

Insights

M&G Investments

12/09/2017

Are you being paid for the risk you take in Euro high yield?

Yield levels in the European High Yield markets have been driven down to levels that can scarcely be considered 'high'. In the process, spreads are at, or approaching, the historically low levels witnessed prior to the financial crisis that began in 2007.

Read the full paper

Insights

Ritu Vohora

07/09/2017

Equities Market Perspective: Time to look at opportunities in Japanese equities?

Japanese equities are offering exposure to a combination of strong earnings growth, a favourable policy-mix, plenty of support from domestic growth drivers and an accommodative central bank. In this month’s update, Ritu Vohora, Investment Director looks at why the case for Japan is the strongest it has been in many years.

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