The information in this site is intended for consultants, institutional investors and trustees only.

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

Please click submit to confirm that you are a consultant, institutional investor or trustee and wish to continue.

This site uses cookies

A cookie is a small piece of information generated by a web server and sent to your computer when you access this website. Our cookies do not hold any personal information about you. This cookie is used to remember your selection next time you visit our site. It is stored on your computer’s hard drive but can be deleted at any time via the ‘Tools’ option on your internet browser. By clicking to accept and proceeding beyond this page, you agree to accept this cookie from this site.

This site also uses other types of cookies. For more details see our Privacy & Cookies policy. This provides options of how to opt out of these cookies.



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


Please enter a search term:

Advanced search

News categories

  • Insights
  • Market summaries

Asset class

  • Bonds
  • Equities
  • Multi-asset
  • Real estate


  • Asia Pacific
  • Europe
  • North America
  • UK


  • ABS
  • Diversification
  • Global themes
  • Growth
  • High yield
  • Income
  • Investment grade
  • Macro and politics
  • Market trends
  • Regulation
  • Return seeking

2017 AUG



Equities Market Perspective: Cyclicals take firm grip on leadership of equities rally

The style leadership of the equities rally continues to alternate between defensives and cyclicals, with the direction of bond yields a key driver. In this month’s update, Ritu Vohora, Investment Director at M&G Investments, explores the momentum behind cyclicals’ current rally.

Watch video


M&G Investments


The importance of corporate governance in emerging markets

Corporate governance should be a key consideration when investing in emerging markets as it can influence a company's share-price performance. In this video, Robert Secker, Investment Director in the M&G Equities team, discusses the importance of assessing how companies are run and finding firms that are focused on creating value for all their shareholders.

Watch the video


M&G Investments


Our flagship long lease property fund celebrates its ten year anniversary

This month we are celebrating the tenth anniversary of the launch of the M&G Secured Property Income Fund (SPIF).

Read more

2017 JUL


M&G Real Estate


UK Real Estate Outlook - July 2017

UK economic growth has moderated, but performance potential is supported by long term fundamentals.

Read the full paper



How should investors assess credit markets currently?

After a strong showing since Q1 2016, investors may be well advised to take a closer look at what the credit markets are offering.

Read the paper


Ritu Vohora


Equities Market Perspective: Central bank communication increasingly hawkish

There has been a noticeable shift in central bank policy stance over the last two weeks of June. In this month’s update, Ritu Vohora, Investment Director asks if the era of cheap money is coming to an end?

Watch the video

2017 JUN

Market summaries


Pooled Pensions: Q2 Quarterly Market Summary

Read the latest Pooled Pensions quarterly market summary.
Read more


M&G Real Estate


Asia Pacific Property Outlook

The outlook for Asia Pacific growth has improved and the region is expected to lead globally, but this largely depends upon China.

Read the full paper



Infrastructure equity – The Infracapital approach


In this video brief, Carolyn Pearce, Investor Relations Director for Infracapital, the infrastructure equity arm of M&G, outlines Infracapital’s approach to investing in infrastructure equity and explains the unique position that Infracapital enjoys in the market.

Watch the video



Investing in infrastructure equity? – The what, why & how

Carolyn Pearce, Investor Relations Director for Infracapital, the infrastructure equity arm of M&G, answers some questions that explain Infracapital’s approach to successful investing in infrastructure.

Carolyn also lifts the lid on how Infracapital seeks out the opportunities to deliver stable cashflows and long-term value to investors.

Read the full paper



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.

Read the full paper


Ritu Vohora


Equities Market Perspective: Earnings strong across the board

Ritu Vohora - Equities Perspectives - June 2017

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.

Watch the video



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

Need further information?