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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 MAR

Insights

Ritu Vohora

06/03/2019

Earnings season – ‘some welcome surprises?’

In this month’s video, Investment Director, Ritu Vohora offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprising positively, particularly in the US. The economic backdrop remains supportive but earnings growth looks set to moderate in 2019, so selectivity will be important.

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

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2019 FEB

Insights

M&G Investments

27/02/2019

Accentuate the positive

Editor of Hub News, Cherry Reynard, interviews Fund Manager John William Olsen on the launch of the new M&G Positive Impact Fund. This interview first appeared in Hub News Issue 40.

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Insights

M&G Real Estate

13/02/2019

Asia Real Estate Market Outlook

Despite external headwinds to developed economies, we believe domestic drivers should sustain the Asia Pacific region’s economic growth in 2019.

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Insights

M&G Real estate

12/02/2019

UK Real Estate Market Outlook

Despite ongoing Brexit uncertainty, healthy economic activity in the UK is underpinned by consumer sector and continuing labour market strength.

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Insights

Michael Bourke

08/02/2019

Chinese equities: Opportunities in the Year of the Pig?

As celebrations for the Lunar New Year get under way, could the Year of the Pig bring investors good fortune or will stockmarket returns be lean?

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Insights

Rita Vohora

08/02/2019

Equities Market perspective - Fed climbs down rate hikes

In this month’s video, Investment Director, Ritu Vohora, looks at the Fed’s dramatic shift to a more dovish stance, with an emphasis on patience. The Fed’s pause was welcomed by investors in January and is positive for risk assets. But risks remain and we are likely to see continued volatility in the coming months.

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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.
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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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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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