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Here you can find insights, thought leadership and market commentaries, compiled by our expert teams.

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2017 SEP


M&G Investments


Are you being paid for the risk you take in Euro high yield?

Yield levels in the European High Yield markets have been driven down to levels that can scarcely be considered 'high'. In the process, spreads are at, or approaching, the historically low levels witnessed prior to the financial crisis that began in 2007.

Read the full paper


Ritu Vohora


Equities Market Perspective: Time to look at opportunities in Japanese equities?

Japanese equities are offering exposure to a combination of strong earnings growth, a favourable policy-mix, plenty of support from domestic growth drivers and an accommodative central bank. In this month’s update, Ritu Vohora, Investment Director looks at why the case for Japan is the strongest it has been in many years.

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2017 AUG



Equities Market Perspective: Cyclicals take firm grip on leadership of equities rally

The style leadership of the equities rally continues to alternate between defensives and cyclicals, with the direction of bond yields a key driver. In this month’s update, Ritu Vohora, Investment Director at M&G Investments, explores the momentum behind cyclicals’ current rally.

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M&G Investments


The importance of corporate governance in emerging markets

Corporate governance should be a key consideration when investing in emerging markets as it can influence a company's share-price performance. In this video, Robert Secker, Investment Director in the M&G Equities team, discusses the importance of assessing how companies are run and finding firms that are focused on creating value for all their shareholders.

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M&G Investments


Our flagship long lease property fund celebrates its ten year anniversary

This month we are celebrating the tenth anniversary of the launch of the M&G Secured Property Income Fund (SPIF).

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2017 JUL


M&G Real Estate


UK Real Estate Outlook - July 2017

UK economic growth has moderated, but performance potential is supported by long term fundamentals.

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How should investors assess credit markets currently?

After a strong showing since Q1 2016, investors may be well advised to take a closer look at what the credit markets are offering.

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Ritu Vohora


Equities Market Perspective: Central bank communication increasingly hawkish

There has been a noticeable shift in central bank policy stance over the last two weeks of June. In this month’s update, Ritu Vohora, Investment Director asks if the era of cheap money is coming to an end?

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