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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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2018 OCT

Insights

M&G Investments

31/10/2018

Equities Market Perspective: Red October - Halloween spooks markets

Spooky October lived up to its frightful reputation, proving to be a turbulent month for equities, with the S&P500 seeing its worst month since 2011, down almost 7%. The MSCI AC World posted its worst monthly performance since May 2012. With European and emerging market equities already down for the year, before October’s turbulence, analysts at Bank of America Merrill Lynch estimate around 60% of global stocks are now in a bear market.

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Insights

M&G Investments

30/10/2018

Impact investing in action: Emergency care unit

Healthcare is an important impact investment area and our 25-year loan to a large UK healthcare provider intends to help more patients in the UK in need of urgent medical treatment, while also targeting a competitive financial return for institutional investors.

Read the case study

Insights

M&G Investments

24/10/2018

A guide to long lease real estate

Long-dated secure income for institutional investors.

Read the full paper

Insights

M&G Investments

23/10/2018

New supply, extreme valuations and late cycle dynamics

Our latest Spotlight on high yield focuses on recent new high yield bond offerings and what they reveal about European high yield valuations.
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Insights

M&G Real Estate

23/10/2018

European Real Estate Market Outlook

Economic growth in Europe has softened, but macro tailwinds are still strong. The majority of European markets are now firmly in expansion mode.

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Insights

M&G Investments

11/10/2018

European investment grade credit: market sell-off exposes value

European investment grade credit has experienced widening credit spreads since February, which has created stock-specific value and enabled us to reduce our underweight in this area.

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Insights

Ritu Vohora

09/10/2018

Equities Market Perspective: Mind the gap: US vs ROW

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Market summaries

04/10/2018

Pooled Pensions: Q3 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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2018 SEP

Insights

19/09/2018

How to approach cov-lite lending in Europe

Covenant-light, or ‘cov-lite’, lending is now the norm in both the US and Europe, but there are as yet few tests of the difference that may be felt in times of stress. Well-established lenders nevertheless understand that they need to exercise caution when evaluating each loan opportunity to ensure they are getting paid for the risks, including when the cycle turns. 

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Insights

M&G Investments

07/09/2018

A closer look at ESG

In this Q&A, Alex Jeffrey, head of Asia-Pacific, discusses plans for the Asia business and how a global, integrated approach to ESG prevents isolation of what we see as key extra-financial analysis, while the scale of our network helps us originate ‘impact’ investments from a variety of sectors.

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Insights

M&G Investments

06/09/2018

Equities Market Perspective: Gold-has it lost its lustre?

Gold posted its fifth straight monthly drop and has fallen almost 8% YTD despite escalating trade tensions and geopolitical risks. In this month’s update, Ritu Vohora, Investment Director looks at the strengthening dollar versus the precious metal, which seems to have lost its lustre and safe haven status.

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Insights

M&G Real Estate

06/09/2018

Finding the value in Urban Connectivity

The second edition of M&G Real Estate’s Urban Connectivity report ranks the physical and digital urban transport infrastructure of 64 European cities.

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Market summaries

06/09/2018

Pooled Pensions: Q2 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 more

2018 AUG

Insights

M&G Investments

24/08/2018

Specialty finance investment in action

Higher regulatory capital requirements on banks post-financial crisis have created an opportunity for institutional investors to acquire pools of performing consumer loans.

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Insights

M&G Investments

22/08/2018

Can pension funds avoid drawdown without sacrificing return?

Reducing exposure to volatility while also generating a required rate of return are key objectives for pension funds, but in the current market environment a new approach is needed to achieve them.

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Insights

M&G Investments

15/08/2018

Long lease real estate: Low volatility and secure cashflows

In this Q&A, Ben Jones, head of real estate income, discusses the key characteristics of long lease real estate, how these defensive and predictable investments can be beneficial at this point in the market cycle and the factors involved in deal evaluation.

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Insights

M&G Real Estate

15/08/2018

Global real estate: Where are the opportunities?

In this Q&A, Tony Brown, head of M&G Real Estate, explores where the potential opportunities are in global real estate, what investors can do to protect portfolios against changing market conditions and how ESG is integrated into the investment process.

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Insights

M&G Investments

14/08/2018

European long lease real estate: a defensive alternative

In a low-yield environment, institutional investors are increasingly seeking secure and growing long-term cashflows, an outcome that European long lease real estate is well-positioned to offer.

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Insights

M&G Investments

14/08/2018

Where are the opportunities in Asia real estate?

This report from the Asia property research team at M&G Real Estate explains that attractive prospects for APAC real estate are being supported by improving structural and early economic upcycle drivers.

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Insights

M&G Investments

07/08/2018

Developing connected buildings in the regions

M&G Real Estate’s head of UK business space Chris Perkins explains the benefits of developing buildings to specification, including ‘green’ features.

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Insights

M&G Investments

07/08/2018

Equities Market Perspective: Are the FAANGs losing their bite?

After a decade wins, are the FAANGs losing their bite?

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Insights

M&G Real Estate

01/08/2018

Assessing the impact of rising rates on UK property

This paper from the M&G Real Estate research team assesses the potential impact of rising rates on the UK property market.

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