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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 JUN

Market summaries

30/06/2017

Pooled Pensions: Q2 Quarterly Market Summary

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 more

Insights

M&G Real Estate

27/06/2017

Asia Pacific Property Outlook

The outlook for Asia Pacific growth has improved and the region is expected to lead globally, but this largely depends upon China.

Read the full paper

Insights

16/06/2017

Infrastructure equity – The Infracapital approach

Infracapital

In this video brief, Carolyn Pearce, Investor Relations Director for Infracapital, the infrastructure equity arm of M&G, outlines Infracapital’s approach to investing in infrastructure equity and explains the unique position that Infracapital enjoys in the market.

Watch the video

Insights

15/06/2017

Investing in infrastructure equity? – The what, why & how

Carolyn Pearce, Investor Relations Director for Infracapital, the infrastructure equity arm of M&G, answers some questions that explain Infracapital’s approach to successful investing in infrastructure.

Carolyn also lifts the lid on how Infracapital seeks out the opportunities to deliver stable cashflows and long-term value to investors.

Read the full paper

Insights

Ritu Vohora

06/06/2017

Equities Market Perspective: Earnings strong across the board

Ritu Vohora - Equities Perspectives - June 2017

The equity rally has been backed by widespread earnings growth. In this month’s update, Ritu Vohora, Investment Director asks if earnings can continue to surprise to the upside.

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2017 MAY

Insights

M&G Real Estate

31/05/2017

European Urban Connectivity Ranking

At M&G Real Estate, we have launched the European Urban Connectivity Ranking which involves grading 64 European cities based on their capacity to improve physical and digital urban connectivity in the face of the growing density pressures that face cities today. Such connectivity infrastructures provide strong support for a city’s property fundamentals. Find out how connected the city you invest in is by downloading our report.

Watch the video

Insights

31/05/2017

Infrastructure debt: What benefits can it offer investors?

John Mayhew video

John Mayhew, Head of Infrastructure Finance, highlights the key features and appeal of infrastructure debt, including reliable, secure and long-term income.

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Insights

22/05/2017

Neo-nationalism – what could a new era mean for investors?

Eric Lonergan, M&G Fund Manager, discusses potential implications for changes in the political, economic and investment era.

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Insights

M&G Insights

04/05/2017

Regime change: what neo-nationalism could mean for multi-asset investors

The prevailing economic regime, or era, has a huge impact on the risk and return profiles of assets and how they behave.

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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

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