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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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2020 OCT

Insights

Kirsty Clark

07/10/2020

A delicate balancing act

In this month’s video and blog Investment Specialist, Kirsty Clark comments on the rising number of COVID-19 cases across Europe, and the economic toll of authorities’ responses to the pandemic. In lieu of a readily-available vaccine in 2020, the question for many is how do we strike a comfortable balance between addressing countries’ healthcare needs while also maintaining their future economic well-being. To read the article and view more perspectives from the Equities team, please visit our Equities Forum.

Watch the video

Fund updates

06/10/2020

Quarterly market summary 3rd Quarter 2020

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

2020 SEP

Insights

Nina Reid

08/09/2020

Accelerating to net zero

Watch Nina Reid, our Director of Responsible Property Investment, on the implications of net zero for real estate investors and how we are taking a proactive approach to smooth the transition to low carbon investing for investors, and drive long-term performance.

Watch the video

Insights

Kirsty Clark

07/09/2020

Mind the Gap

In this month’s video and blog Investment Specialist, Kirsty Clark comments on the Fed’s move to ‘average inflation targeting’ and how government and central bank liquidity has been ‘bridging the economic activity and earnings gap’, fuelling market gains through the COVID crisis. To read the article and view more perspectives from the Equities team, please visit our Equities Forum.

Watch the video

Insights

Jo Waldron, director of private credit

01/09/2020

Spotlight on private credit markets

How have private credit markets reacted following the gradual easing of national lockdowns and unprecedented levels of financial stimulus?

Read more

2020 AUG

Insights

Michael Posnansky, senior credit analyst

25/08/2020

Focus on ESG engagement in corporate debt

Engaging with companies over their ESG characteristics can be an important factor when considering investing in their bonds or loans.
Read more

Insights

Kirsty Clark

07/08/2020

Supply chains: only as strong as the weakest link

In this month’s video and blog Investment Specialist, Kirsty Clark comments on the hidden costs of complex global supply chains, increasing awareness of the social and environmental costs, and growing calls for greater transparency. To read the article and view more perspectives from the Equities team, please visit our Equities Forum. You can also download our Equities market perspective note here.

Watch the video

Insights

M&G Real Estate

03/08/2020

The tipping point - a new reality for offices?

With offices around the world shut down in response to government containment measures, home working policies have been adopted en masse. But individual experience has been far from consistent.
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