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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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2019 JUL

Insights

M&G Investments

11/07/2019

Active or passive? Investing in European corporate bonds

There are many approaches to managing European corporate bonds - we highlight some of the advantages and potential pitfalls of choosing between different approaches.

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Insights

M&G Investments

09/07/2019

Bonds vs Equities: who's right?

While bonds appear to be signalling an economic slowdown, equities are suggesting growth will continue. In this month’s video, Investment Director, Ritu Vohora looks at the conundrum facing investors, with mixed messages emanating from bond and stock markets.

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2019 JUN

Insights

M&G Investments

26/06/2019

Tackling climate change through property investing

Property investors are in a strong position to mitigate the impact of climate change, with real estate producing around 40% of global carbon emissions. Watch how M&G Real Estate is reducing its global energy intensity, carbon emissions and creating greener, efficient buildings to deliver positive outcomes not only for the environment, but for investors too.

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Insights

M&G Investments

12/06/2019

All eyes on trade

In this month’s video, M&G Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slowdown.

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2019 MAY

Insights

M&G Investments

29/05/2019

Financing a fairer, more sustainable economy

Read the Annual Impact Report to see how projects and companies financed by our Impact Financing strategy in 2018 are making a positive contribution across a range of environmental and social issues. Learn how these investments and impact themes align with the UN SDGs, and how investors’ capital can contribute to building a fairer and more sustainable economy.

Read the report

Insights

M&G Investments

29/05/2019

Leveraged loans: False alarm?

The growing chorus of concern (and scrutiny) over the leveraged loan market has not gone unnoticed – but is it warranted? When it comes to assessing the risks inherent in today’s global loan market, it is important for investors to be able to separate fact from opinion or claim – and everything else in-between. In this paper, we take a closer look at leveraged loans and how today’s market differs from pre-crisis times.

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Insights

M&G Investments

28/05/2019

Reconsidering DGFs for capital preservation

Pension schemes have used diversified growth funds (DGFs) for years to target the dual objectives of reducing volatility and generating positive returns in a range of market conditions, but after a challenging period for performance, choosing the right manager is vital.

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Insights

M&G Real Estate

20/05/2019

Asia pacific property: Innovation and the disruption of tech

In this paper, we discuss the structural changes that are presenting challenges and opportunities for real estate globally, where adopting technological and innovation strategies can overcome such challenges.

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Insights

M&G Investments

15/05/2019

Are government bonds compatible with an ESG approach?

We believe governments frequently bring meaningful benefits to societies, which should be acknowledged alongside any activity in less desirable sectors.

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Insights

Kirsty Clark

07/05/2019

Fiscal easing: could the Eurozone surprise to the upside in 2019?

In this month’s video, Investment Specialist, Kirsty Clark looks at the prospects for the euro area in 2019, as the region embarks on its most accommodative fiscal policy of the last decade.

For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective noteEquities market perspective note.

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Insights

M&G Investments

03/05/2019

European distressed debt investing in a late-cycle environment

Our latest Investment insight considers the outlook for distressed debt investing in Europe and where to find opportunities to invest at this point in the cycle. In this paper, we also explain how special situation investments can offer comparable returns and better downside protection than many of the currently available public distressed opportunities.

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