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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 JUL

Insights

19/07/2017

A guide to long lease real estate

Assets that produce secure, long-dated income with inflation protection are becoming ever more valuable for long-term institutional investors. Long lease real estate investments, which aim to generate secure income from long-term leases to high quality tenants, offer an attractive solution.

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.

Read the paper

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?

Watch the video

2017 JUN

Market summaries

30/06/2017

Pooled Pensions: Q2 Quarterly Market Summary

Read the latest Pooled Pensions quarterly market summary.
Read more

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.

Read the full paper

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.

Read the full paper

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

2017 MAY

Insights

M&G Real Estate

31/05/2017

European Urban Connectivity Ranking

At M&G Real Estate, we have launched the European Urban Connectivity Ranking which involves grading 64 European cities based on their capacity to improve physical and digital urban connectivity in the face of the growing density pressures that face cities today. Such connectivity infrastructures provide strong support for a city’s property fundamentals. Find out how connected the city you invest in is by downloading our report.

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Insights

31/05/2017

Infrastructure debt: What benefits can it offer investors?

John Mayhew video

John Mayhew, Head of Infrastructure Finance, highlights the key features and appeal of infrastructure debt, including reliable, secure and long-term income.

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Insights

22/05/2017

Neo-nationalism – what could a new era mean for investors?

Eric Lonergan, M&G Fund Manager, discusses potential implications for changes in the political, economic and investment era.

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Insights

M&G Insights

04/05/2017

Regime change: what neo-nationalism could mean for multi-asset investors

The prevailing economic regime, or era, has a huge impact on the risk and return profiles of assets and how they behave.

Read the full paper

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