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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 MAY

Insights

M&G Investments

15/05/2019

Are government bonds compatible with an ESG approach?

We believe governments frequently bring meaningful benefits to societies, which should be acknowledged alongside any activity in less desirable sectors.

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Insights

Kirsty Clark

07/05/2019

Fiscal easing: could the Eurozone surprise to the upside in 2019?

In this month’s video, Investment Specialist, Kirsty Clark looks at the prospects for the euro area in 2019, as the region embarks on its most accommodative fiscal policy of the last decade.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective noteEquities market perspective note.

Watch the video

Insights

M&G Investments

03/05/2019

European distressed debt investing in a late-cycle environment

Our latest Investment insight considers the outlook for distressed debt investing in Europe and where to find opportunities to invest at this point in the cycle. In this paper, we also explain how special situation investments can offer comparable returns and better downside protection than many of the currently available public distressed opportunities.

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2019 APR

Insights

M&G Investments

18/04/2019

Simple, transparent and standardised: the changing shape of securitisation

Insurance companies retrenched from investment in securitised debt following the global financial crisis, a trend further catalysed by the introduction of Solvency II in 2016, which put stringent capital requirements on insurers investing in most of this asset class. Today, simple, transparent and standardised (STS) securitisations offer Solvency II-regulated insurers access to certain senior securitised debt at similar capital charges to bonds. This paper explains the key points and new capital charges involved.

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Insights

M&G Investments

12/04/2019

How is tech disrupting industries?

In this paper, we discuss the disruption of technology driving far-reaching change across industries. Most sectors are adapting, as they become enabled, challenged and transformed by technology and connectivity.

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10/04/2019

Q1 2019 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 the full article

Insights

Ritu Vohora

08/04/2019

Share buybacks: the good, the bad or the ugly?

In this month’s video, Investment Director, Ritu Vohora looks at the recent ‘buyback wave’ fuelled by corporate tax cuts. Do share buybacks only benefit company executives or do they also create long-term value for shareholders?

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.

Watch the video

Insights

M&G Investments

02/04/2019

Multi-asset credit - Broadening the opportunity set

Adopting a multi-asset credit approach can be attractive to long-term investors for a number of reasons.

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Insights

Richard Sherry

02/04/2019

Putting environmental and social outcomes at the core of investment

Investors are increasingly looking for outcome-oriented ‘solutions’ and goal-based investment strategies to meet their evolving needs and expectations. Investors are also looking for ways to invest responsibly and contribute to society without having to sacrifice returns in the process. Asset managers are responding to demand from investors for new investment products and strategies that can help them meet their long-term financial goals and also achieve a range of environmental and social objectives.

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2019 MAR

Insights

M&G Investments

28/03/2019

Is the US bull market long in the tooth?

In this paper, Ritu Vohora, Investment Director, considers the characteristics of the longest bull market in history and how it compares to what has come before. The shifting focus of the Federal Reserve, a key driver of markets, leads us to also question the representativeness of inflation as a good economic indicator. Where are the potential investment opportunities amidst the market noise?

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Insights

M&G Real Estate

28/03/2019

Europe Real Estate Market Outlook

Economic growth in the Eurozone softened in 2018, but macro tailwinds remain strong, such as Japan and the European Union agreeing to remove tariffs on goods and services. This European real estate market outlook looks at the opportunities emerging across the continent and what we believe will be important to drive returns going forward.

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Insights

M&G Investments

21/03/2019

European private debt in 2018 and the year ahead

In this European private debt review of 2018 and outlook for 2019, we explore the key trends emerging in each of the private debt sectors and what will be important to navigate the ever-changing market through 2019.

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Insights

M&G Real Estate

20/03/2019

Spotlight on addressing climate change

M&G Real Estate is committed to addressing climate change through creating greener, more efficient buildings, reducing global energy intensity and its global carbon emissions through the procurement of green energy and provision of on-site renewable energy facilities. Find out more about how we are progressing against our 2025 targets.

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Insights

M&G Investments

13/03/2019

Market dynamics in asset-backed securities favour investors

When considering investments in ABS, it is about more than the yield premium available. Documentation of deals has generally become stronger, helping to reduce impairments, while problems with underlying collateral remain limited.

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