The information in this site is intended for consultants, institutional investors and trustees only.

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

Please click submit to confirm that you are a consultant, institutional investor or trustee and wish to continue.

Audience

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.

Search

Please enter a search term:

Advanced search


News categories

  • Fund updates
  • Insights
  • Market summaries

Asset class

  • ABS
  • Bonds
  • Equities
  • Fixed income
  • High yield
  • Infrastructure
  • Multi-asset
  • Private debt
  • Property
  • Real estate

Regions

  • Asia Pacific
  • Europe
  • North America
  • UK

Themes/Topics

  • ABS
  • Cashflow matching
  • Credit
  • Diversification
  • Global themes
  • Growth
  • High yield
  • Income
  • Inflation protection
  • Leveraged loans
  • Macro and politics
  • Market trends
  • Private debt
  • Responsible investment

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.

Read more

Insights

M&G Real Estate

30/01/2020

Asia Real Estate Market Outlook

Real estate returns expected to remain resilient amid more accommodative macro policies and balanced supply and demand
Read more

Insights

M&G Real Estate

30/01/2020

Investment case: Continental Europe real estate

Continental Europe's real estate market offers investors the scope to tap into a wide opportunity set, capitalise on the region's economic recovery and reap the benefits of diversification, while keeping risk down to levels consistent with core, income-driven investments.
Read more

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.

Watch the video

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
Read the full article

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.

Read more

2019 NOV

Insights

M&G Investments

21/11/2019

How can banks manage their regulatory capital?

In order to meet (and increasingly exceed) the capital requirements set out by the regulators, banks have had to focus on reducing the asset size of their balance sheet. By entering into ‘risk-sharing’ transactions, banks can achieve much-needed capital relief. This paper explains how the different types of trades work in practice.

Read more

Insights

M&G Investments

08/11/2019

Focus on real asset investing

Investor allocations to real assets are growing, attracted to tangible stores of value and the potential diversification of risk exposure. This paper identifies the characteristics associated with such strategies that can help institutions achieve their investment goals over the long-term.

Read more

Insights

M&G Investments

07/11/2019

Comparing European and US leveraged loans

While European and US leveraged loans have very similar features that make them valuable in a portfolio context, investors need to understand how the two loan markets structurally and operationally differ from one another and what it takes to invest successfully in each. This paper aims to explain those differences and the reasons why European loans may offer a better risk-return profile than their US counterparts.

Read more

Insights

M&G Investments

01/11/2019

Effects of proposed RPI changes on index-linked gilt strategy

What are the effects on the index-linked gilt market of the UK Statistics Authority’s plans to stop publishing Retail Price Inflation?

Read more

Insights

M&G Investments

01/11/2019

Making the complex simple: Rethinking your insurance portfolio for today’s challenges

How can we rethink insurance investment to solve the complexity challenge?

Read more

Insights

M&G Investments

01/11/2019

UK City Vitality Index 2019

M&G Real Estate's second City Vitality Index (CVI) seeks to quantify the fundamental attractiveness of the UK's key office markets to property investors by assessing eight ‘vital signs’ that shape urban economics and influence occupier demand.

Read more

Need further information?

For institutional investors only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website.