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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 JAN

Insights

M&G Investments

31/01/2018

Positive impact from private debt

In this video, 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.

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Insights

M&G Real Estate

30/01/2018

Investment Case for Europe

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.

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Insights

M&G Real Estate

30/01/2018

The case for investing in UK value-add

The UK commercial real estate market is one of the most liquid and transparent investment markets globally and offers a range of opportunities.

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Insights

M&G Real Estate

30/01/2018

UK Real Estate Market Outlook - January 2018

The UK economy has continued to defy gloomy market expectations, providing a supportive macro back drop for the real estate market.

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Insights

M&G Investments

23/01/2018

Why invest in brownfield infrastructure?

Head of Infracapital, Martin Lennon discusses the appeal of brownfield infrastructure and how the team sources opportunities and seeks to add value to the companies they invest in.

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Market summaries

15/01/2018

Pooled Pensions: Q4 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

12/01/2018

Equities Market Perspective: It ain’t over yet - macro trends remain supportive

Macroeconomic events have been a powerful driver of risk assets. In this month’s update Ritu Vohora, Investment Director, looks at looks at how macro events this year could shape the outlook for equities.

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2017 DEC

Insights

M&G Investments

11/12/2017

Equities Market Perspective: 2017 - a year of resilience

Equities continued to demonstrate their resilience to unexpected events in 2017. In this month’s update Ritu Vohora, Investment Director, looks at what has driven the ‘most hated bull market in history’ and asks how much further it has to go.

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Insights

M&G Investments

06/12/2017

Understanding the illiquidity premium

The term ‘illiquidity premium’ has become synonymous with investing in private debt, but it is important investors fully understand what an illiquidity premium is in order to determine whether they are getting paid enough.

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Insights

M&G Real Estate

05/12/2017

Where are the opportunities in UK real estate?

Fund manager, Paul Crosbie, reveals his views on how to succeed when investing in the UK real estate market.

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2017 NOV

Insights

M&G Investments

24/11/2017

Why engage with borrowers on ESG?

Engaging with borrowers on material ESG issues in private infrastructure debt investment can encourage greater disclosure and transparency, and could lead to improved outcomes for investors.

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Insights

M&G Investments

23/11/2017

UK inflation – Anything to fear from the recent rise?

Miles Tym, M&G fund manager, looks at the recent increase in UK inflation and discusses whether it represents a concern for the immediate future.

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Insights

M&G Investments

17/11/2017

The end of volatility in European credit? Beware.

Richard Ryan, M&G fund manager, discusses the low volatility in European credit, how it is being interpreted and the risks it might be highlighting.

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Market summaries

08/11/2017

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.
Read more

Insights

Ritu Vohora

06/11/2017

Is now the time for active management?

For more than ten years, passive investing has gained equity market share at the expense of active investing. In this month’s update, Ritu Vohora, Investment Director, questions whether the market backdrop is now more supportive of active investment strategies. 

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