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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 MAR

Insights

M&G Real Estate

20/03/2018

Where are the opportunities in European real estate?

The economic upturn is broadening across Europe, while the recovery in economic sentiment continues to filter through to occupier markets.

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Insights

M&G Investments

16/03/2018

Investment intelligence Q&A: Why consider impact investment?

Richard Sherry, director of alternative credit, explains how impact investment can work for institutional investors and what it will take for this growing market to reach critical mass.

Read the full Q&A

Insights

M&G Real Estate

13/03/2018

European Real Estate Market Outlook

The economic upturn is broadening across Europe, while the recovery in economic sentiment continues to filter through to occupier markets.

Read the full paper

Insights

M&G Investments

12/03/2018

Equities Market Perspective: Keep calm and stay invested

February highlighted the difficulty and potential costs of trying to time the market, the worst week since 2016 was followed by the best week since 2015. Those who kept calm and stayed invested were rewarded. Investment Director, Ritu Vohora explains why selectivity in the equity markets remains key.

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Insights

M&G Real Estate

09/03/2018

Grand Paris Project: opportunities beyond CBD

By 2030, the €26 billion Grand Paris project is expected to generate $29 billion of net new money and add 200km to the transport network.

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Insights

M&G Investments

06/03/2018

How does M&G approach investing in global credit?

Localism applied globally is a key element of how M&G invests in global credit, using its value-driven bottom-up approach to fixed income.

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Insights

M&G Real Estate

06/03/2018

M&G Real Estate Perspectives on the Italian election

The Italian election has resulted in deadlock, leaving the president to choose a compromise candidate to form a new government. In this Perspectives, we consider the outcome of the election in the context of the Italian property market.

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2018 FEB

Insights

M&G Investments

21/02/2018

The economic outlook is changing fast. Is it time for active equities?

The global monetary environment is normalising rapidly, with greater potential for volatility in global equity markets as a consequence. Ritu Vohora, investment director, makes the case for pension funds to consider active equity strategies.

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Insights

M&G Investments

16/02/2018

Can quantitative easing be unwound safely?

David Lloyd discusses the challenges and risks facing central banks as they begin to reverse a decade of ultra-loose monetary policy.

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Insights

M&G Investments

16/02/2018

Taking sustainable investing to the next level

In this piece, we discuss how impact investing can offer a diverse opportunity for institutional investors looking to take sustainable investing to the next level.

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Insights

M&G Investments

15/02/2018

Targeting real world impact aligned with SDGs

We look at why the UN Sustainable Development Goals (SDGs) matter to institutional investors, the role of impact investing in helping to achieve the SDGs and what the global goals mean for the growth and development of the impact investing sector.

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Insights

Richard Ryan

14/02/2018

What is behind the US equity market moves?

US equities have given up recent gains amid heightened volatility. Richard Ryan, senior fund manager for institutional credit, considers the changing climate behind the moves.

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Insights

M&G Investments

08/02/2018

Equities Market Perspective: US tax reform - unleashing of 'animal spirits'?

President Trump passed his historic Tax Cuts and Jobs Act reform in December 2017, in this month’s update Ritu Vohora, Investment Director, looks at the implications for US tax reform on equities
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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.

Watch the video

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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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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