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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 JUL

Insights

M&G Investments

30/07/2019

Investment approaches for a sustainable future

The desire among institutional asset owners, pension scheme members and individual savers to invest responsibly, embrace sustainability and contribute to society without having to sacrifice returns in the process, is shifting attitudes in favour of sustainable investment approaches.

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Insights

M&G Real Estate

26/07/2019

Opportunities in the Big Six UK office markets

Watch Paul Crosbie on location in 101 Embankment in Manchester to find out why we continue to see significant opportunities in the Big Six UK office markets and how we, at M&G Real Estate, are taking a step back from the political noise to focus on property fundamentals and drive additional value from non-core assets.

Watch the video

Insights

M&G Investments

18/07/2019

DGFs for income and capital growth through market cycles

Why should pension schemes consider an income focused diversified growth fund?

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Insights

M&G Real Estate

17/07/2019

Responsible property investing in action: Centropolis Towers

The Centropolis case study highlights a large APAC deal which reflects high environmental standards, including innovative use of geothermal heat pumps. The 134,399 sq m mixed-use development has been awarded LEED Gold certification and provides one of most highly specified prime office buildings in Seoul, South Korea.

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Insights

M&G Real Estate

17/07/2019

Responsible property investing in action: Centropolis Towers

The Centropolis case study highlights a large APAC deal which reflects high environmental standards, including innovative use of geothermal heat pumps. The 134,399 sq m mixed-use development has been awarded LEED Gold certification and provides one of most highly specified prime office buildings in Seoul, South Korea.

Read more

Insights

M&G Investments

09/07/2019

Bonds vs Equities: who's right?

While bonds appear to be signalling an economic slowdown, equities are suggesting growth will continue. In this month’s video, Investment Director, Ritu Vohora looks at the conundrum facing investors, with mixed messages emanating from bond and stock markets.

Watch the video

05/07/2019

Q2 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 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

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.

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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

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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