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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 AUG

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 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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2018 JUL

Insights

M&G Real Estate

17/07/2018

UK Real Estate Market outlook

Find out why, despite Brexit uncertainty investors remain attracted to the UK real estate market due to its strong underlying fundamentals, by reading the recent report published by the M&G Real Estate property research team.

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Insights

M&G Investments

09/07/2018

Equities Market Perspective

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Insights

M&G Investments

03/07/2018

Magnify: European Retail real estate

This deep dive into European retail explores the structural and macro factors influencing change and how retailers and landlords are maintaining competitiveness.

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2018 JUN

Insights

M&G Investments

14/06/2018

Impact investing in action: Australian green mortgages

We recently participated in an Australian green residential mortgage transaction, which is a Certified Climate Bond. The deal finances a pool of green mortgages to buyers of energy efficient homes, helping the transition to a low carbon economy.

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Insights

M&G Investments

11/06/2018

The benefits of investing in Asia Pacific real estate

Richard van den Berg, Fund Manager at M&G Real Estate, explains the benefits of investing in Asia Pacific real estate, its key macro drivers and how the market has evolved.
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Insights

M&G Investments

08/06/2018

Equities Market Perspective: Emerging markets: “Taper tantrum” déjà vu?

World markets ended largely flat in May (dollar terms). Concerns over US protectionist threats, rising bond yields, softer macro data in Europe and geopolitical risks offset strong earnings growth.

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Insights

M&G Institutional

08/06/2018

What can loan managers do to manage ESG risks?

Far more attention is being paid by investors to environmental, social and governance (ESG) matters. This raises certain challenges for the private European loan market compared to the exchange-traded equity and debt worlds. But lenders are not without influence – quite the opposite.

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