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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 FEB

Insights

Ritu Vohora

06/02/2020

The race is on: US Presidential election 2020

As we look ahead to 2020, the US Presidential election is now seen as the most significant tail risk for markets. In this month’s video, Investment Director, Ritu Vohora looks at what the wide range of potential policy outcomes could mean for investors. For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.

Watch the video

Insights

M&G Investments

04/02/2020

Attractions of listed infrastructure to pension schemes

From reliable, secure, inflation-linked cashflows, to defensive characteristics during downturns, listed infrastructure has attractions for pension schemes and other investors alike. This paper identifies the diverse investment opportunities available.

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2020 JAN

Insights

M&G Real Estate

31/01/2020

Investment case for Europe - 2020

Continental Europe offers investors strong return prospects in a global real estate context and value can still be uncovered in many parts of the market.

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Insights

Kirsty Clark

08/01/2020

Trading places: battle of the superpowers

Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the ‘Phase one’ US-China trade agreement and looks at how markets could react in 2020.

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

Watch the video

2019 DEC

12/12/2019

Investing in a world of (Brexit) uncertainty

Recent history is rich with examples of misjudgements about outcomes of political events, as markets do not always react in the way even experienced participants might expect.

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Insights

Ritu Vohora

06/12/2019

2020 outlook – hidden in plain sight

Equity markets have remained relatively resilient year to date, despite investors facing multiple headwinds. In this month’s video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also looks ahead at what could influence markets in 2020.

Watch the video

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