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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 APR

Insights

M&G Institutional

27/04/2018

Spotlight on emerging market debt

Economic cycles in emerging markets create a hugely varied landscape that offers a diversified investment universe to investors with the flexibility to move freely between bonds and currencies.

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Insights

M&G Institutional

27/04/2018

Spotlight on emerging market equities

After a stellar 2017 for EM equities underpinned by robust corporate earnings, we are optimistic that improving company fundamentals should continue to support the asset class.

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Insights

M&G Institutional

25/04/2018

Diversification in a rising interest rate environment

A changing investment climate, in which rising short-term US interest rates may be altering correlations between traditional asset classes, requires new diversification strategies to respond effectively.

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Insights

M&G Institutional

17/04/2018

ESG, sustainability and impact investing at M&G

Increasing awareness among institutional asset owners, pension scheme members and individual savers is shifting attitudes in favour of more sustainable approaches to investment. We outline M&G’s growing suite of ESG-focused investment strategies.

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Insights

M&G Investments

17/04/2018

Equities Market Perspective: Trade wars: is Trump’s bark worse than his bite?

Wobbles in the technology sector and fears of a trade war saw volatility return to markets in March .

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Market summaries

10/04/2018

Pooled Pensions: Q1 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

03/04/2018

How do you engage with bond issuers on ESG factors?

ESG issues can and do impact fixed income investment returns, but they need to be managed and addressed via integrated research and engagement programmes.

Read the full paper

2018 MAR

Insights

M&G Real Estate

20/03/2018

Where are the opportunities in European real estate?

The economic upturn is broadening across Europe, while the recovery in economic sentiment continues to filter through to occupier markets.

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Insights

M&G Investments

16/03/2018

Investment intelligence Q&A: Why consider impact investment?

Richard Sherry, director of alternative credit, explains how impact investment can work for institutional investors and what it will take for this growing market to reach critical mass.

Read the full Q&A

Insights

M&G Investments

12/03/2018

Equities Market Perspective: Keep calm and stay invested

February highlighted the difficulty and potential costs of trying to time the market, the worst week since 2016 was followed by the best week since 2015. Those who kept calm and stayed invested were rewarded. Investment Director, Ritu Vohora explains why selectivity in the equity markets remains key.

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Insights

M&G Real Estate

09/03/2018

Grand Paris Project: opportunities beyond CBD

By 2030, the €26 billion Grand Paris project is expected to generate $29 billion of net new money and add 200km to the transport network.

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Insights

M&G Investments

06/03/2018

How does M&G approach investing in global credit?

Localism applied globally is a key element of how M&G invests in global credit, using its value-driven bottom-up approach to fixed income.

Read the full paper

Insights

M&G Real Estate

06/03/2018

M&G Real Estate Perspectives on the Italian election

The Italian election has resulted in deadlock, leaving the president to choose a compromise candidate to form a new government. In this Perspectives, we consider the outcome of the election in the context of the Italian property market.

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2018 FEB

Insights

M&G Real Estate

27/02/2018

M&G Real Estate Responsible Property Investment

Last year, we undertook an extensive review of our RPI strategy, engaging with our investors, employees and occupiers to understand what should be our priority impact areas.

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Insights

M&G Investments

21/02/2018

The economic outlook is changing fast. Is it time for active equities?

The global monetary environment is normalising rapidly, with greater potential for volatility in global equity markets as a consequence. Ritu Vohora, investment director, makes the case for pension funds to consider active equity strategies.

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Insights

M&G Investments

16/02/2018

Can quantitative easing be unwound safely?

David Lloyd discusses the challenges and risks facing central banks as they begin to reverse a decade of ultra-loose monetary policy.

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Insights

M&G Investments

16/02/2018

Can you get consistent returns from active index-linked gilts?

UK index-linked gilts have always offered scope for managers to achieve active returns and recent market developments reinforce that opportunity.

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Insights

M&G Investments

16/02/2018

Taking sustainable investing to the next level

In this piece, we discuss how impact investing can offer a diverse opportunity for institutional investors looking to take sustainable investing to the next level.

Read the paper

Insights

M&G Investments

15/02/2018

Targeting real world impact aligned with SDGs

We look at why the UN Sustainable Development Goals (SDGs) matter to institutional investors, the role of impact investing in helping to achieve the SDGs and what the global goals mean for the growth and development of the impact investing sector.

Read the paper

Insights

Richard Ryan

14/02/2018

What is behind the US equity market moves?

US equities have given up recent gains amid heightened volatility. Richard Ryan, senior fund manager for institutional credit, considers the changing climate behind the moves.

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Insights

M&G Investments

08/02/2018

Equities Market Perspective: US tax reform - unleashing of 'animal spirits'?

President Trump passed his historic Tax Cuts and Jobs Act reform in December 2017, in this month’s update Ritu Vohora, Investment Director, looks at the implications for US tax reform on equities
Watch the video

Insights

M&G Investments

02/02/2018

Positive impact from private debt

In the video below, Richard Sherry, Director of Alternative Credit, explains how institutional investors who employ a private debt impact investment strategy can achieve positive social or environmental impact and competitive financial returns.
Watch the video

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