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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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2020 JUL

Insights

M&G Institutional

08/07/2020

Leveraged loan investment and ESG factors in light of Covid-19

In its all-encompassing impact, Covid-19 must raise regard for all stakeholders. Can the private equity playbook be unaffected in the post-Covid era? Equally, with momentum building behind other societal challenges, like climate change, how can the private corporate world be encouraged to move forward?

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2020 JUN

Insights

M&G Institutional

30/06/2020

How does the current environment compare to the Global Financial Crisis?

The current crisis is very different to the last. It is economic in nature, in contrast to the Global Financial Crisis (GFC), which was financial, with banks at its centre. However, there are similarities. Just as when the GFC fed through to the real economy, this crisis is expected to make leasing properties more challenging and taking risk more costly.

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Insights

David Fancourt, fund manager

30/06/2020

Spotlight on Euro high yield – The changing shape of indices

Both market volatility and credit rating changes have affected the composition and shape of the main high yield indices.

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Insights

M&G Institutional fixed income businesses

05/06/2020

Covid-19 – Fixed income update briefing

Credit and loans markets have continued to recover strongly, boosted by the ECB’s announcement to extend its stimulus package.
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2020 MAY

Insights

M&G Investments

29/05/2020

Covid-19 – Fixed income update briefing

A periodic update of the fixed income market and economic events occurring over recent weeks and how M&G has been reacting. 
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Insights

David Fancourt, senior credit portfolio manager

27/05/2020

European high yield credit update

Credit markets stabilised in April; however, a wide dispersion of spreads means active stock-pickers can still find potential opportunities.

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Insights

M&G Investments

01/05/2020

Pandemic: The inextricable link between human, animal and ecosystem health and the emergence of communicable disease

The impact of COVID-19 has been significant in virtually every aspect of human life. A consequence of this is the way it is changing how we assess, value and engage with the companies in which we invest.

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