Insights

Higher regulatory capital requirements on banks post-financial crisis have created an opportunity for institutional investors to acquire pools of performing consumer loans.

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.

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.

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.

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.

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.

This paper from the M&G Real Estate research team assesses the potential impact of rising rates on the UK property market.