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Insights

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

The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.

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2019 JAN

Insights

Rita Vohora

15/01/2019

FTSE 100 celebrates 35 years - a bargain opportunity?

In this month’s video, Investment Director, Ritu Vohora looks at the evolution of the FTSE 100 over the past 35 years and whether UK equities are a buying opportunity.
Watch the video

Insights

M&G Investments

15/01/2019

Shifting the conversation towards impact investment

The growth of impact investing industry has coincided with a growing realisation that what we finance now and over the next decade will transform our world in the next century and beyond.

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Market summaries

Pooled Pensions

10/01/2019

Q4 2018 Quarterly Market Summary

Read the latest Pooled Pensions quarterly market summary. The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.
Read more

Insights

M&G Investments

09/01/2019

Building cashflow matching solutions

For pension funds, meeting their cashflow liabilities is becoming an ever-increasing challenge. Achieving self-sufficiency through a bespoke cashflow matching solution offers a potential answer. In this paper, we look at why building your own annuity book involves being flexible and asset agnostic, what we have used as building blocks and the process of putting together such portfolios.

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Insights

M&G Investments

04/01/2019

Green bonds: A viable asset class?

This paper looks at the developing green bond market and highlights important considerations for credit investors looking to increase their green investments through the bond market.

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Insights

M&G Investments

04/01/2019

Spotlight on Retail: What is the role for 'real' shops in a digital age?

The retail sector has received a host of headlines as of late, as businesses restructure faced with the dual challenge of dampened consumer spending and the disruption caused by the rise of e-commerce. So what is the role for real shops in a digital age and how have supermarkets shown resilience?

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2018 DEC

Insights

M&G Investments

28/12/2018

Finding new opportunities in fixed income and alternatives

Our latest Investment intelligence Q&A looks at what fixed income and alternatives can offer investors today, our approach to investing sustainably and how we can help institutions meet their long-term investment goals.

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Insights

M&G Investments

11/12/2018

Generating reliable income streams in stormy markets

Our latest spotlight on multi-asset investing aims to demonstrate that market volatility, such as we have seen recently, need not compromise institutional investors achieving their requirements for steady income.

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Insights

M&G Real Estate

11/12/2018

Magnify: Green Buildings

With the built environment responsible for almost 40% of energy consumption in the EU, real estate investors around the world are increasingly committing to more sustainable practices.

Read more

Insights

M&G Investments

11/12/2018

Nowhere to hide - a testing year for investors

In this month’s video, Investment Director, Ritu Vohora reflects on the return of volatility in 2018 and what it means for equities as we look ahead to the new year.

Watch the video

2018 NOV

Insights

M&G Investments

21/11/2018

Scaling up impact investment

How can impact investing be scaled up so that it makes a real difference?

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Insights

M&G Investments

20/11/2018

Specialty finance: The opportunity in consumer loan portfolios

This paper looks at the specialty finance sector in Europe and how it represents a large-scale and growing opportunity for institutional investors to gain exposure to performing consumer loan portfolios.

Read the paper

Insights

Fiona Hagdrup

19/11/2018

Navigating the 'new normal'

We look at the evolution of the European leveraged loan market and the expansion of covenant-light, or ‘cov-lite’, lending.

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Insights

Fiona Hagdrup

18/11/2018

What else is happening to loan documentation?

We take a closer look at EBITDA adjustments – a financial-metric ‘modification’ that has become commonplace.

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Insights

Fiona Hagdrup

15/11/2018

Default risk and recovery rates in the era of cov-lite lending

We explore loan default risk and recoveries in the era of cov-lite lending.

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Insights

Fiona Hagdrup

15/11/2018

How to approach cov-lite lending in Europe

We look at how to approach cov-lite lending in Europe.

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Insights

Real estate

02/11/2018

European real estate debt: protection across market cycles

At M&G, where we typically originate the majority of our real estate loans directly with borrowers, our underwriting process enables us to include tailored covenant packages that provide downside protection for our investors.

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