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Audience

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 JUN

Insights

M&G Investments

14/06/2018

Impact investing in action: Australian green mortgages

We recently participated in an Australian green residential mortgage transaction, which is a Certified Climate Bond. The deal finances a pool of green mortgages to buyers of energy efficient homes, helping the transition to a low carbon economy.

Read the full article

Insights

M&G Investments

11/06/2018

The benefits of investing in Asia Pacific real estate

Richard van den Berg, Fund Manager at M&G Real Estate, explains the benefits of investing in Asia Pacific real estate, its key macro drivers and how the market has evolved.
Watch the video

Insights

M&G Institutional

08/06/2018

What can loan managers do to manage ESG risks?

Far more attention is being paid by investors to environmental, social and governance (ESG) matters. This raises certain challenges for the private European loan market compared to the exchange-traded equity and debt worlds. But lenders are not without influence – quite the opposite.

Read more

Insights

M&G Investments

08/06/2018

Equities Market Perspective: Emerging markets: “Taper tantrum” déjà vu?

World markets ended largely flat in May (dollar terms). Concerns over US protectionist threats, rising bond yields, softer macro data in Europe and geopolitical risks offset strong earnings growth.

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2018 MAY

Insights

M&G Investments

31/05/2018

European leveraged loans: Security, seniority and stability

Andrew Boughen, leveraged loans fund manager, introduces European leveraged loans and highlights the attractions they offer to institutional investors.

Watch the video

Insights

M&G Real Estate

30/05/2018

Magnify Asia Retail

The Magnify Asia Retail piece is a deep dive into the sector and explains there are supportive macro fundamentals underpinning retail in the region.

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Insights

M&G Investments

21/05/2018

Is short duration high yield attractive today?

Focusing on shorter duration sectors in high yield in recent years produced some attractive risk return features. Is that still the case?

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Insights

M&G Investments

16/05/2018

Investment Intelligence The importance of cash as an allocation decision

Patience may be an underrated strategy, positioning portfolios defensively and keeping powder dry in cash for use when attractive opportunities arise.

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Insights

M&G Investments

14/05/2018

Finding risk adjusted returns in an uncertain world

In this Q&A, Andrew Boughen, leveraged loans fund manager, explains why European leveraged loans are increasingly popular with pension funds and insurers globally, what makes the loan asset class different to others and the reasons why it could be an opportune time to invest.

Read the full Q&A

Insights

M&G Investments

09/05/2018

Finding the value in European real estate

The accelerating economic recovery in Europe continues and has attracted investment in the region. So, where is the value?

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Insights

M&G Institutional

09/05/2018

Do European ABS remain attractive to investors?

With issuance likely to increase, the relative value of European ABS is expected to remain attractive to investors.

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Insights

M&G Investments

09/05/2018

Equities Market Perspective: Earnings season - "as good as it gets"?

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Insights

M&G Institutional

09/05/2018

How does politics influence markets?

In recent years, the world has witnessed an array of surprise election outcomes, sometimes accompanied by market reactions that are often behavioural in nature. These ‘episodes’ can create attractive opportunities as market prices and fundamental value diverge.

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2018 APR

Insights

M&G Institutional

27/04/2018

Spotlight on emerging market debt

Economic cycles in emerging markets create a hugely varied landscape that offers a diversified investment universe to investors with the flexibility to move freely between bonds and currencies.

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Insights

M&G Institutional

27/04/2018

Spotlight on emerging market equities

After a stellar 2017 for EM equities underpinned by robust corporate earnings, we are optimistic that improving company fundamentals should continue to support the asset class.

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Insights

M&G Institutional

25/04/2018

Diversification in a rising interest rate environment

A changing investment climate, in which rising short-term US interest rates may be altering correlations between traditional asset classes, requires new diversification strategies to respond effectively.

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Insights

M&G Investments

17/04/2018

Equities Market Perspective: Trade wars: is Trump’s bark worse than his bite?

Wobbles in the technology sector and fears of a trade war saw volatility return to markets in March .

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Insights

M&G Institutional

17/04/2018

ESG, sustainability and impact investing at M&G

Increasing awareness among institutional asset owners, pension scheme members and individual savers is shifting attitudes in favour of more sustainable approaches to investment. We outline M&G’s growing suite of ESG-focused investment strategies.

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Insights

M&G Investments

03/04/2018

How do you engage with bond issuers on ESG factors?

ESG issues can and do impact fixed income investment returns, but they need to be managed and addressed via integrated research and engagement programmes.

Read the full paper