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


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2017 APR

Market summaries


Pooled Pensions: Q1 Quarterly Market Summary

Read the latest Pooled Pensions quarterly market summary.
Read more

2017 FEB


M&G Insights


Infrastructure investment – a welcome diversification for long-term investors?

Investors seeking security, income and longevity of cashflows, often with links to inflation, are looking at lending to infrastructure companies and projects. We explore these opportunities in this paper.

Read the full paper

2017 JAN


M&G Insights


Emerging market equities: opportunities in improving fundamentals

Many emerging market companies are making good progress on self-help initiatives; adopting better capital discipline and focusing on profitability rather than growth. Although the asset class has seen significant outflows in recent years, investors are starting to pay attention to these positive changes, however, many remain underweight the asset class.

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M&G Real Estate


UK Real Estate Market Outlook – Jan 2017

The economy has proved resilient in the face of Brexit uncertainty and investor concerns seem to be abating after a turbulent summer. The outlook for performance is moderate with some downside risks and defensive investments are likely to hold investors in good stead over the short term. In this report we look at some key trends that may affect UK property over the next year.
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M&G Real Estate


A double-edged sword: What the national living wage and business rates review means for the UK retails sector

The introduction of the National Living Wage (NLW) in April 2016 and the resetting of business rates in April 2017 have ramifications for the UK retail market. But just what exactly remains unclear, not least in the case of the living wage. This paper aims to offer some early pointers.
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Market summaries


Pooled Pensions: Q4 Quarterly Market Summary

Read the latest Pooled Pensions quarterly market summary.
Read more


M&G investments


How direct lending is opening up new opportunities for private debt investment

The evolution of Europe’s lending landscape over the past two decades has created opportunities for institutional investors to expand their presence in private corporate loans. The post-financial crisis shift by borrowers, from traditional bank funding towards alternative lenders, has been particularly rapid in mid-market direct lending.

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