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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 JUL

Insights

M&G Institutional

17/07/2020

Why are residential mortgage and consumer loan pools attractive for insurers?

Consumer finance is one of the largest and most diverse credit asset classes in Europe, and is particularly attractive for insurers subject to Solvency II. Yet, few insurance investors have any kind of direct exposure to the asset class, with the exception of Dutch residential mortgages. Here, we make the case for investing in pools of residential mortgages and consumer whole loans, and explore the specific benefits available to insurers.

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Insights

M&G Real Estate

17/07/2020

APAC Real estate Outlook

In line with global economies, a recession scenario appears likely for the five developed Asia Pacific economies this year. However their relative preparedness in handling the pandemic and governments’ strong fiscal and monetary support means they are expected to recover relatively quickly from H1 2021 onwards
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Insights

M&G Real Estate

15/07/2020

Investing with purpose

A responsible approach to investing, to deliver not only financial benefits but positive social value, is more pertinent than ever.

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Insights

M&G Investments

08/07/2020

Quarterly market summary 2nd Quarter 2020

The harsh economic reality of the coronavirus pandemic and subsequent population lockdowns and business closures emerged in data released during the second quarter.

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Insights

M&G Institutional

08/07/2020

Leveraged loan investment and ESG factors in light of Covid-19

In its all-encompassing impact, Covid-19 must raise regard for all stakeholders. Can the private equity playbook be unaffected in the post-Covid era? Equally, with momentum building behind other societal challenges, like climate change, how can the private corporate world be encouraged to move forward?

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Insights

Kirsty Clark

07/07/2020

A green light on ‘building back better’

In this month’s video Kirsty Clark, Investment Specialist, comments on the growing focus on Sustainability and ESG issues in the wake of COVID-19, and how authorities, companies and investors have been responding. 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.

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2020 JUN

Insights

M&G Institutional

30/06/2020

How does the current environment compare to the Global Financial Crisis?

The current crisis is very different to the last. It is economic in nature, in contrast to the Global Financial Crisis (GFC), which was financial, with banks at its centre. However, there are similarities. Just as when the GFC fed through to the real economy, this crisis is expected to make leasing properties more challenging and taking risk more costly.

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Insights

David Fancourt, fund manager

30/06/2020

Spotlight on Euro high yield – The changing shape of indices

Both market volatility and credit rating changes have affected the composition and shape of the main high yield indices.

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Insights

M&G Institutional fixed income businesses

05/06/2020

Covid-19 – Fixed income update briefing

Credit and loans markets have continued to recover strongly, boosted by the ECB’s announcement to extend its stimulus package.
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Insights

Kirsty Clark

04/06/2020

‘Virtual’ reality in a post-COVID world

In this month’s video Kirsty Clark, Investment Specialist, looks at the increase in online activity and growing adoption of technology during lockdowns; from the growth in e-commerce to rising social media use. Could this evolution accelerate a structural shift towards greater digitalisation and virtual engagement, and what are the implications of a burgeoning global datasphere for individuals, businesses and governments alike?

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2020 MAY

Insights

M&G Institutional

29/05/2020

Our preparation for the reform of LIBOR

LIBOR will continue giving way to replacement rates ahead of its retirement by the end of 2021. We will soon be familiar with SONIA in the UK, ESTR in Europe and SOFR in the US. Work continues across M&G and the industry to ensure as smooth a transition as possible to the new rates. This bank of Frequently Asked Questions aims to assist understanding of what’s happening, why it’s happening and how we expect it might affect investments.

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Insights

M&G Investments

29/05/2020

Covid-19 – Fixed income update briefing

A periodic update of the fixed income market and economic events occurring over recent weeks and how M&G has been reacting. 
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Insights

David Fancourt, senior credit portfolio manager

27/05/2020

European high yield credit update

Credit markets stabilised in April; however, a wide dispersion of spreads means active stock-pickers can still find potential opportunities.

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Insights

Ritu Vohora

06/05/2020

Oil slides into uncharted waters

In this month’s video Ritu Vohora, Investment Director, looks at oil’s tumultuous ride in the wake of the COVID-19 pandemic, which has prompted the most profound impact on energy demand in 70 years alongside oversupplied markets. This unprecedented situation will shape the energy sector for years to come, with consequences for the wider industry and its transition to clean energy.

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Insights

M&G Investments

01/05/2020

Pandemic: The inextricable link between human, animal and ecosystem health and the emergence of communicable disease

The impact of COVID-19 has been significant in virtually every aspect of human life. A consequence of this is the way it is changing how we assess, value and engage with the companies in which we invest.

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