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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 AUG

Insights

M&G Real Estate

03/08/2020

The tipping point - a new reality for offices?

With offices around the world shut down in response to government containment measures, home working policies have been adopted en masse. But individual experience has been far from consistent.
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2020 JUL

Insights

M&G Institutional

17/07/2020

Why are residential mortgage and consumer loan pools attractive for insurers?

Consumer finance is one of the largest and most diverse credit asset classes in Europe, and is particularly attractive for insurers subject to Solvency II. Yet, few insurance investors have any kind of direct exposure to the asset class, with the exception of Dutch residential mortgages. Here, we make the case for investing in pools of residential mortgages and consumer whole loans, and explore the specific benefits available to insurers.

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Insights

M&G Real Estate

17/07/2020

APAC Real estate Outlook

In line with global economies, a recession scenario appears likely for the five developed Asia Pacific economies this year. However their relative preparedness in handling the pandemic and governments’ strong fiscal and monetary support means they are expected to recover relatively quickly from H1 2021 onwards
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Insights

M&G Real Estate

15/07/2020

Investing with purpose

A responsible approach to investing, to deliver not only financial benefits but positive social value, is more pertinent than ever.

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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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