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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 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

2017 JAN

Insights

M&G Insights

24/01/2017

Emerging market equities: opportunities in improving fundamentals

Many emerging market companies are making good progress on self-help initiatives; adopting better capital discipline and focusing on profitability rather than growth. Although the asset class has seen significant outflows in recent years, investors are starting to pay attention to these positive changes, however, many remain underweight the asset class.

Read the full paper

Insights

M&G Real Estate

18/01/2017

UK Real Estate Market Outlook – Jan 2017

The economy has proved resilient in the face of Brexit uncertainty and investor concerns seem to be abating after a turbulent summer.

The outlook for performance is moderate with some downside risks and defensive investments are likely to hold investors in good stead over the short term. In this video and the accompanying publication, we explore some key trends that may affect UK property over the next year.

Watch the video

Insights

M&G Real Estate

18/01/2017

UK Real Estate Market Outlook – Jan 2017

The economy has proved resilient in the face of Brexit uncertainty and investor concerns seem to be abating after a turbulent summer. The outlook for performance is moderate with some downside risks and defensive investments are likely to hold investors in good stead over the short term. In this report we look at some key trends that may affect UK property over the next year.
Read the full paper

Market summaries

09/01/2017

Pooled Pensions: Q4 Quarterly Market Summary

Read the latest Pooled Pensions quarterly market summary.
Read more

Insights

M&G investments

04/01/2017

How direct lending is opening up new opportunities for private debt investment

The evolution of Europe’s lending landscape over the past two decades has created opportunities for institutional investors to expand their presence in private corporate loans. The post-financial crisis shift by borrowers, from traditional bank funding towards alternative lenders, has been particularly rapid in mid-market direct lending.

Read the full paper

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