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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 JAN

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

2019 NOV

Insights

M&G Investments

21/11/2019

How can banks manage their regulatory capital?

In order to meet (and increasingly exceed) the capital requirements set out by the regulators, banks have had to focus on reducing the asset size of their balance sheet. By entering into ‘risk-sharing’ transactions, banks can achieve much-needed capital relief. This paper explains how the different types of trades work in practice.

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Insights

M&G Investments

08/11/2019

Focus on real asset investing

Investor allocations to real assets are growing, attracted to tangible stores of value and the potential diversification of risk exposure. This paper identifies the characteristics associated with such strategies that can help institutions achieve their investment goals over the long-term.

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Insights

M&G Investments

07/11/2019

Comparing European and US leveraged loans

While European and US leveraged loans have very similar features that make them valuable in a portfolio context, investors need to understand how the two loan markets structurally and operationally differ from one another and what it takes to invest successfully in each. This paper aims to explain those differences and the reasons why European loans may offer a better risk-return profile than their US counterparts.

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Insights

Kirsty Clark

07/11/2019

Earnings are in: how have companies been faring?

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have been the biggest winners and losers?

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

01/11/2019

Making the complex simple: Rethinking your insurance portfolio for today’s challenges

How can we rethink insurance investment to solve the complexity challenge?

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Insights

M&G Investments

01/11/2019

UK City Vitality Index 2019

M&G Real Estate's second City Vitality Index (CVI) seeks to quantify the fundamental attractiveness of the UK's key office markets to property investors by assessing eight ‘vital signs’ that shape urban economics and influence occupier demand.

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