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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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2017 APR

Insights

28/04/2017

How can real assets help income-seeking institutional investors?

Institutional investors, particularly pension funds, are interested in alternative approaches to generating the income necessary to meet their long-term liabilities. Investments in real assets, such as infrastructure and real estate, can capture a number of attractive features.

Read the paper

Insights

M&G Insights

25/04/2017

Comparing the investment cases for European and US leveraged loans

Leveraged loans offer investors a broad and relatively liquid market of private, sub-investment grade debt that can deliver attractive returns with lower volatility compared with public markets.

Read the full paper

Market summaries

10/04/2017

Pooled Pensions: Q1 Quarterly Market Summary

Read the latest Pooled Pensions quarterly market summary.
Read more

Insights

03/04/2017

Multi-asset and behavioural investing

Dave Fishwick, M&G Fund Manager, discusses behavioural investing with Frank Potaczek from Defaqto.

Watch the video

2017 MAR

Insights

M&G Real Estate

31/03/2017

European Real Estate Outlook - Mar 2017

Our last publication of the European Outlook focused on the outcome of the UK’s referendum on Europe and its potential impact on European real estate markets.

In this video and accompanying report, we continue to consider political uncertainty and its impact on real estate markets as a number of key elections take place in several European countries, notably in France and Germany.

Watch the video

Insights

M&G Insights

31/03/2017

What can investors learn from DGFs’ 2016 performance?

Since Diversified Growth Funds (DGFs) came to prominence in 2008, the market environment has supported reasonable performance with low levels of risk, even those with more traditional, static allocations. However, 2016 saw a challenge to this environment, resulting in a wide dispersion of DGF returns.

Read the full paper

Insights

M&G Real Estate

03/03/2017

Embedding socio-economic issues into investment thinking

As one of the world’s largest real estate investors, we recognise that our investments make a significant contribution to the local communities where they are located, as well as to regional and national economies.

We recently conducted a study to better understand and quantify our socio-economic impacts. In this video, Tony Brown, Chief Investment Officer of M&G Real Estate, outlines some of the key findings.
Watch the video

Insights

M&G Real Estate

03/03/2017

Embedding socio-economic issues into investment thinking

As one of the world’s largest real estate investors, we recognise that our investments make a significant contribution to the local communities where they are located, as well as to regional and national economies.

We recently conducted a study to better understand and quantify our socio-economic impacts. In this video, Tony Brown, Chief Investment Officer of M&G Real Estate, outlines some of the key findings.
Watch the video

Insights

M&G Insights

02/03/2017

Four reasons why asset allocators will need to be more dynamic

Since the global financial crisis, traditional multi-asset approaches have been able to deliver strong returns with low volatility through static allocations to traditional safe havens. However, four market developments suggest that the emerging investment environment will be less forgiving of these approaches going forward and investors will need to adapt.

Read the full paper

2017 FEB

Insights

M&G Insights

06/02/2017

Infrastructure investment – a welcome diversification for long-term investors?

Investors seeking security, income and longevity of cashflows, often with links to inflation, are looking at lending to infrastructure companies and projects. We explore these opportunities in this paper.

Read the full paper

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