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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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2017 DEC

Insights

M&G Investments

11/12/2017

Equities Market Perspective: 2017 - a year of resilience

Equities continued to demonstrate their resilience to unexpected events in 2017. In this month’s update Ritu Vohora, Investment Director, looks at what has driven the ‘most hated bull market in history’ and asks how much further it has to go.

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Insights

M&G Real Estate

05/12/2017

Where are the opportunities in UK real estate?

Fund manager, Paul Crosbie, reveals his views on how to succeed when investing in the UK real estate market.

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2017 NOV

Insights

M&G Investments

24/11/2017

Why engage with borrowers on ESG?

Engaging with borrowers on material ESG issues in private infrastructure debt investment can encourage greater disclosure and transparency, and could lead to improved outcomes for investors.

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Insights

M&G Investments

17/11/2017

The end of volatility in European credit? Beware.

Richard Ryan, M&G fund manager, discusses the low volatility in European credit, how it is being interpreted and the risks it might be highlighting.

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Insights

Ritu Vohora

06/11/2017

Is now the time for active management?

For more than ten years, passive investing has gained equity market share at the expense of active investing. In this month’s update, Ritu Vohora, Investment Director, questions whether the market backdrop is now more supportive of active investment strategies. 

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2017 OCT

Insights

M&G Investments

18/10/2017

High yield - a label, not a characteristic

Not only have yields and spreads in the Euro high yield market continued to move lower and lower, but over time, its structure has also experienced significant changes. We consider whether the term “high yield” is now just a label rather than a feature.

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Insights

M&G Real Estate

11/10/2017

A focus on European Offices

Looking further afield for opportunities reveals edge of Central Business Districts as offering attractive fundamentals and value.

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Insights

11/10/2017

A journey through the Rehearsal Rooms London

Our first purpose-built private rented sector (PRS) development has opened its doors. A range of amenities are offered on-site. Watch our video for a closer look

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Insights

M&G Real Estate

11/10/2017

European Outlook - September 2017

Underpinned by improving demand fundamentals, we expect the European property market to continue delivering strong investment returns going forward.

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Insights

M&G Real Estate

11/10/2017

The opportunity in European logistics

Nordic, CEE and Southern European logistics markets offer better potential for attractive returns, according to M&G Real Estate research.

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Insights

Siobhan Pandya

10/10/2017

Equities Market Perspective: Are UK small caps overvalued?

Small caps provide exposure to some of the UK’s most innovative and dynamic businesses, and as an asset class, have regularly produced many of the highest performing investments over the past decade or so. In this month’s update, Siobhan Pandya, Head of Equity Markets Content asks how long the good run can continue.

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