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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 AUG

Insights

07/08/2017

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.

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Insights

M&G Investments

04/08/2017

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.

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Insights

M&G Investments

01/08/2017

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).

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2017 JUL

Insights

M&G Real Estate

27/07/2017

UK Real Estate Outlook - July 2017

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

Read the full paper

Insights

19/07/2017

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.

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Insights

Ritu Vohora

03/07/2017

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?

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2017 JUN

Market summaries

30/06/2017

Pooled Pensions: Q2 Quarterly Market Summary

Read the latest Pooled Pensions quarterly market summary.
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Insights

M&G Real Estate

27/06/2017

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.

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Insights

16/06/2017

Infrastructure equity – The Infracapital approach

Infracapital

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.

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Insights

15/06/2017

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

Insights

08/06/2017

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.

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Insights

Ritu Vohora

06/06/2017

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.

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Insights

05/06/2017

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

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