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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 NOV

Insights

M&G investments

08/11/2016

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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2016 OCT

Insights

M&G Investments

20/10/2016

ABS – Value seen as post-Brexit pause gives way to increased activity

Recent upward momentum in European Asset Backed Securities (ABS) has seen prices rise sharply across all asset types and jurisdictions. Since investment grade corporate bonds have also gained strongly, the yield pick-up available in ABS markets has widened multi-year highs.

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Market summaries

07/10/2016

Pooled Pensions: Q3 Quarterly Market Summary

Read the latest Pooled Pensions quarterly market summary.
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Market summaries

M&G Real Estate

01/10/2016

European Real Estate Outlook - October 2016

Business sentiment in the eurozone has remained stable since the UK’s referendum vote, with the immediate impact largely confined to the UK economy. Whilst the longer-term implications remain unclear and may yet be far reaching, we anticipate investors to remain focused on core prime European markets. Property market yields have continued to trend down in Europe and this combined with very low bond yields supports the return outlook and the investment case for investors in the region.
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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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