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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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2018 NOV

Insights

M&G Investments

21/11/2018

Scaling up impact investment

How can impact investing be scaled up so that it makes a real difference?

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Insights

M&G Investments

20/11/2018

Specialty finance: The opportunity in consumer loan portfolios

This paper looks at the specialty finance sector in Europe and how it represents a large-scale and growing opportunity for institutional investors to gain exposure to performing consumer loan portfolios.

Read the paper

Insights

Fiona Hagdrup

19/11/2018

Navigating the 'new normal'

We look at the evolution of the European leveraged loan market and the expansion of covenant-light, or ‘cov-lite’, lending.

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Insights

Fiona Hagdrup

18/11/2018

What else is happening to loan documentation?

We take a closer look at EBITDA adjustments – a financial-metric ‘modification’ that has become commonplace.

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Insights

Fiona Hagdrup

15/11/2018

Default risk and recovery rates in the era of cov-lite lending

We explore loan default risk and recoveries in the era of cov-lite lending.

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Insights

Fiona Hagdrup

15/11/2018

How to approach cov-lite lending in Europe

We look at how to approach cov-lite lending in Europe.

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Insights

Real estate

02/11/2018

European real estate debt: protection across market cycles

At M&G, where we typically originate the majority of our real estate loans directly with borrowers, our underwriting process enables us to include tailored covenant packages that provide downside protection for our investors.

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2018 OCT

Insights

M&G Investments

31/10/2018

Equities Market Perspective: Red October - Halloween spooks markets

Spooky October lived up to its frightful reputation, proving to be a turbulent month for equities, with the S&P500 seeing its worst month since 2011, down almost 7%. The MSCI AC World posted its worst monthly performance since May 2012. With European and emerging market equities already down for the year, before October’s turbulence, analysts at Bank of America Merrill Lynch estimate around 60% of global stocks are now in a bear market.

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Insights

M&G Investments

30/10/2018

Impact investing in action: Emergency care unit

Healthcare is an important impact investment area and our 25-year loan to a large UK healthcare provider intends to help more patients in the UK in need of urgent medical treatment, while also targeting a competitive financial return for institutional investors.

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Insights

M&G Investments

24/10/2018

A guide to long lease real estate

Long-dated secure income for institutional investors.

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Insights

M&G Real Estate

23/10/2018

European Real Estate Market Outlook

Economic growth in Europe has softened, but macro tailwinds are still strong. The majority of European markets are now firmly in expansion mode.

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Insights

M&G Investments

23/10/2018

New supply, extreme valuations and late cycle dynamics

Our latest Spotlight on high yield focuses on recent new high yield bond offerings and what they reveal about European high yield valuations.
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Insights

M&G Investments

11/10/2018

European investment grade credit: market sell-off exposes value

European investment grade credit has experienced widening credit spreads since February, which has created stock-specific value and enabled us to reduce our underweight in this area.

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Insights

Ritu Vohora

09/10/2018

Equities Market Perspective: Mind the gap: US vs ROW

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2018 SEP

Insights

19/09/2018

How to approach cov-lite lending in Europe

Covenant-light, or ‘cov-lite’, lending is now the norm in both the US and Europe, but there are as yet few tests of the difference that may be felt in times of stress. Well-established lenders nevertheless understand that they need to exercise caution when evaluating each loan opportunity to ensure they are getting paid for the risks, including when the cycle turns. 

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Insights

M&G Investments

07/09/2018

A closer look at ESG

In this Q&A, Alex Jeffrey, head of Asia-Pacific, discusses plans for the Asia business and how a global, integrated approach to ESG prevents isolation of what we see as key extra-financial analysis, while the scale of our network helps us originate ‘impact’ investments from a variety of sectors.

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Insights

M&G Investments

06/09/2018

Equities Market Perspective: Gold-has it lost its lustre?

Gold posted its fifth straight monthly drop and has fallen almost 8% YTD despite escalating trade tensions and geopolitical risks. In this month’s update, Ritu Vohora, Investment Director looks at the strengthening dollar versus the precious metal, which seems to have lost its lustre and safe haven status.

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Insights

M&G Real Estate

06/09/2018

Finding the value in Urban Connectivity

The second edition of M&G Real Estate’s Urban Connectivity report ranks the physical and digital urban transport infrastructure of 64 European cities.

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