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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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2019 JUN

Insights

M&G Investments

28/06/2019

Investing in sterling corporate bonds

There are many approaches to managing sterling corporate bonds – we highlight some of the advantages and potential pitfalls of choosing between different approaches.

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Insights

M&G Investments

26/06/2019

Tackling climate change through property investing

Property investors are in a strong position to mitigate the impact of climate change, with real estate producing around 40% of global carbon emissions. Watch how M&G Real Estate is reducing its global energy intensity, carbon emissions and creating greener, efficient buildings to deliver positive outcomes not only for the environment, but for investors too.

Watch the video

Insights

M&G Investments

12/06/2019

All eyes on trade

In this month’s video, M&G Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slowdown.

Watch the video

Insights

M&G Investments

05/06/2019

Cashflow solutions in action: from LDI to physical bonds

How do cashflow solutions work in practice? This case study shares our recent work with a large UK defined benefit pension scheme to transition from significant swap exposure to a cashflow solution based on physical assets.

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2019 MAY

Insights

M&G Investments

29/05/2019

Financing a fairer, more sustainable economy

Read the Annual Impact Report to see how projects and companies financed by our Impact Financing strategy in 2018 are making a positive contribution across a range of environmental and social issues. Learn how these investments and impact themes align with the UN SDGs, and how investors’ capital can contribute to building a fairer and more sustainable economy.

Read the report

Insights

M&G Investments

29/05/2019

Leveraged loans: False alarm?

The growing chorus of concern (and scrutiny) over the leveraged loan market has not gone unnoticed – but is it warranted? When it comes to assessing the risks inherent in today’s global loan market, it is important for investors to be able to separate fact from opinion or claim – and everything else in-between. In this paper, we take a closer look at leveraged loans and how today’s market differs from pre-crisis times.

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Insights

M&G Real Estate

28/05/2019

2018 annual RPI report

F53BC97982994A65B665CEE19A2F33C7Our latest report outlines our responsible approach to business thinking and how we continue to drive progress towards our 2025 RPI targets, as part of M&G Real Estate’s vision for a cleaner, greener and better world.

 

Read the full paper

Insights

M&G Investments

28/05/2019

Reconsidering DGFs for capital preservation

Pension schemes have used diversified growth funds (DGFs) for years to target the dual objectives of reducing volatility and generating positive returns in a range of market conditions, but after a challenging period for performance, choosing the right manager is vital.

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Insights

M&G Real Estate

20/05/2019

Asia pacific property: Innovation and the disruption of tech

In this paper, we discuss the structural changes that are presenting challenges and opportunities for real estate globally, where adopting technological and innovation strategies can overcome such challenges.

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Insights

M&G Investments

15/05/2019

Are government bonds compatible with an ESG approach?

We believe governments frequently bring meaningful benefits to societies, which should be acknowledged alongside any activity in less desirable sectors.

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Insights

M&G Investments

03/05/2019

European distressed debt investing in a late-cycle environment

Our latest Investment insight considers the outlook for distressed debt investing in Europe and where to find opportunities to invest at this point in the cycle. In this paper, we also explain how special situation investments can offer comparable returns and better downside protection than many of the currently available public distressed opportunities.

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2019 APR

Insights

M&G Investments

18/04/2019

Simple, transparent and standardised: the changing shape of securitisation

Insurance companies retrenched from investment in securitised debt following the global financial crisis, a trend further catalysed by the introduction of Solvency II in 2016, which put stringent capital requirements on insurers investing in most of this asset class. Today, simple, transparent and standardised (STS) securitisations offer Solvency II-regulated insurers access to certain senior securitised debt at similar capital charges to bonds. This paper explains the key points and new capital charges involved.

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Insights

M&G Investments

12/04/2019

How is tech disrupting industries?

In this paper, we discuss the disruption of technology driving far-reaching change across industries. Most sectors are adapting, as they become enabled, challenged and transformed by technology and connectivity.

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10/04/2019

Q1 2019 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
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Insights

M&G Investments

02/04/2019

Multi-asset credit - Broadening the opportunity set

Adopting a multi-asset credit approach can be attractive to long-term investors for a number of reasons.

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Insights

Richard Sherry

02/04/2019

Putting environmental and social outcomes at the core of investment

Investors are increasingly looking for outcome-oriented ‘solutions’ and goal-based investment strategies to meet their evolving needs and expectations. Investors are also looking for ways to invest responsibly and contribute to society without having to sacrifice returns in the process. Asset managers are responding to demand from investors for new investment products and strategies that can help them meet their long-term financial goals and also achieve a range of environmental and social objectives.

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