The information in this site is intended for consultants, institutional investors and trustees only.

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

Please click submit to confirm that you are a consultant, institutional investor or trustee and wish to continue.

Audience

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.

Search

Please enter a search term:

Advanced search


News categories

  • Insights

Asset class

  • Bonds
  • Equities
  • Fixed income
  • High yield
  • Infrastructure
  • Multi-asset
  • Real estate

Regions

  • Asia Pacific
  • Europe
  • North America
  • UK

Themes/Topics

  • Diversification
  • Global themes
  • Growth
  • High yield
  • Income
  • Inflation protection
  • Market trends
  • Responsible investment

2018 OCT

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.

Read the paper

Insights

Ritu Vohora

09/10/2018

Equities Market Perspective: Mind the gap: US vs ROW

Watch the video

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. 

Read more

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.

Read more

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.

Read more

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.

Watch the video

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more
Cyveillance Protected

For institutional investors only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website.