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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 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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2019 MAR

Insights

M&G Investments

28/03/2019

Is the US bull market long in the tooth?

In this paper, Ritu Vohora, Investment Director, considers the characteristics of the longest bull market in history and how it compares to what has come before. The shifting focus of the Federal Reserve, a key driver of markets, leads us to also question the representativeness of inflation as a good economic indicator. Where are the potential investment opportunities amidst the market noise?

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Insights

M&G Real Estate

28/03/2019

Europe Real Estate Market Outlook

Economic growth in the Eurozone softened in 2018, but macro tailwinds remain strong, such as Japan and the European Union agreeing to remove tariffs on goods and services. This European real estate market outlook looks at the opportunities emerging across the continent and what we believe will be important to drive returns going forward.

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Insights

M&G Investments

21/03/2019

European private debt in 2018 and the year ahead

In this European private debt review of 2018 and outlook for 2019, we explore the key trends emerging in each of the private debt sectors and what will be important to navigate the ever-changing market through 2019.

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Insights

M&G Real Estate

20/03/2019

Spotlight on addressing climate change

M&G Real Estate is committed to addressing climate change through creating greener, more efficient buildings, reducing global energy intensity and its global carbon emissions through the procurement of green energy and provision of on-site renewable energy facilities. Find out more about how we are progressing against our 2025 targets.

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Insights

M&G Investments

13/03/2019

Market dynamics in asset-backed securities favour investors

When considering investments in ABS, it is about more than the yield premium available. Documentation of deals has generally become stronger, helping to reduce impairments, while problems with underlying collateral remain limited.

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2019 FEB

Insights

M&G Investments

27/02/2019

The journey of sustainable investing

Investors, large and small, are increasingly expanding their objectives, placing responsible and sustainable investment and behaviour alongside the achievement of attractive returns. Here, M&G’s Maria Municchi, discusses how sustainable investing has developed over time and explains how she incorporates it into the team’s long-standing multi-asset approach.

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Insights

M&G Investments

27/02/2019

Accentuate the positive

Editor of Hub News, Cherry Reynard, interviews Fund Manager John William Olsen on the launch of the new M&G Positive Impact Fund. This interview first appeared in Hub News Issue 40.

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Insights

M&G Investments

21/02/2019

Credit investing - attractive value is available

A good memory can colour your perspective of prevailing conditions so that appreciation of current valuations may be clouded by the extremes of the credit and sovereign debt crises of the last decade. We believe that prospective returns from credit have improved and Richard Ryan explains why we have been adding risk to our multi-asset credit strategies.

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Insights

M&G Investments

20/02/2019

Responsible investment and private debt

The key concepts of responsible investment are complementary to private debt with its core focus on analysing and managing risk through relationships with investee entities.

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Insights

M&G Investments

20/02/2019

The Green, Crawley

This video features our residential development The Green, Crawley, and M&G Real Estate head of residential investment Alex Greaves discusses the benefits of accessing the sector for institutional investors.

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Insights

M&G Investments

18/02/2019

In search of relative value

John Mayhew, head of infrastructure debt, explains why it is important to maintain investment discipline at this point in the cycle, in Q&A with Infrastructure Investor.

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Insights

M&G Investments

14/02/2019

What are the prospects for European loans?

Uncertainty, in its many guises, looks set to prevail in 2019. Nevertheless, high running coupons – and trading opportunities – bode well for a year of higher returns from the European loan market.

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Insights

M&G Real Estate

13/02/2019

Asia Real Estate Market Outlook

Despite external headwinds to developed economies, we believe domestic drivers should sustain the Asia Pacific region’s economic growth in 2019.

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Insights

M&G Real estate

12/02/2019

UK Real Estate Market Outlook

Despite ongoing Brexit uncertainty, healthy economic activity in the UK is underpinned by consumer sector and continuing labour market strength.

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Insights

M&G Investments

08/02/2019

Spotlight on Euro high yield - Attractiveness following recent volatility

We believe the European high yield market appears to be well-placed to perform well relative to government bonds. David Fancourt explains what we are seeing and why we have been adding risk in the high yield strategy.

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Insights

Michael Bourke

08/02/2019

Chinese equities: Opportunities in the Year of the Pig?

As celebrations for the Lunar New Year get under way, could the Year of the Pig bring investors good fortune or will stockmarket returns be lean?

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Insights

Rita Vohora

08/02/2019

Equities Market perspective - Fed climbs down rate hikes

In this month’s video, Investment Director, Ritu Vohora, looks at the Fed’s dramatic shift to a more dovish stance, with an emphasis on patience. The Fed’s pause was welcomed by investors in January and is positive for risk assets. But risks remain and we are likely to see continued volatility in the coming months.

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