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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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2020 FEB

Insights

M&G Real Estate

21/02/2020

European living tapping into 21st century growth trends

A shift in demographics and lifestyles is driving the real estate living sectors – whether temporary living space like hotels, or permanent living space like housing and student accommodation through to retirement and care homes – into the realm of mainstream asset classes.

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Insights

M&G Investments

20/02/2020

What is the outlook for European leveraged loans?

Though duration was the friend of fixed income in 2019, the lack of duration in the floating-rate loan did not detract from its appeal and the market again exhibited fewer wild swings than other asset classes – but will 2020 bring more of the same? In this paper, our Leveraged Finance fund management team share their views on the dynamics that drove the European leveraged loan market in 2019, and discuss the prospects for the asset class this year.

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Insights

M&G Investments

04/02/2020

Attractions of listed infrastructure to pension schemes

From reliable, secure, inflation-linked cashflows, to defensive characteristics during downturns, listed infrastructure has attractions for pension schemes and other investors alike. This paper identifies the diverse investment opportunities available.

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2020 JAN

Insights

M&G Real Estate

31/01/2020

Investment case for Europe - 2020

Continental Europe offers investors strong return prospects in a global real estate context and value can still be uncovered in many parts of the market.

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Insights

Kirsty Clark

08/01/2020

Trading places: battle of the superpowers

Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the ‘Phase one’ US-China trade agreement and looks at how markets could react in 2020.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.

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06/01/2020

Q4 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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2019 DEC

12/12/2019

Investing in a world of (Brexit) uncertainty

Recent history is rich with examples of misjudgements about outcomes of political events, as markets do not always react in the way even experienced participants might expect.

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