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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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2019 OCT

Insights

M&G Investments

16/10/2019

Primer on capital relief trades and specialty finance

Given there is no political or regulatory will to relax capital standards any time soon, banks have to look for alternative solutions to manage their capital. We explain how structural shifts in the European banking landscape are creating opportunities for banks and investors alike.

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Insights

M&G Real Estate

15/10/2019

A fresh look at Asia real estate

Real estate investors in the Asia Pacific region are continuing to enjoy steady returns despite an increasingly challenging macroeconomic climate in many of the world’s economies. We forecast a total return of 8.7% in 2019, supported by stable growth of APAC developed markets.

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Insights

M&G Investments

15/10/2019

How private debt can meet investors’ evolving needs

Private debt, as a term, is often used interchangeably with ‘direct lending’, but in reality the asset class encompasses a range of different investment opportunities that extend far beyond this. We look at what’s attracting investors to Europe’s private debt markets and how they can make the most of opportunities in a diverse, yet evolving asset class.

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Insights

M&G Investments

14/10/2019

Why invest in European consumer credit?

European banks have hitherto guarded performing consumer loans very closely, but now regulatory pressures are forcing them to rethink this approach. Read the paper to find out what factors support the case for making an allocation to European consumer credit as part of diversified investment portfolio, and why we believe the asset class is one of the most exciting opportunities in private credit.

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Insights

M&G Investments

11/10/2019

ESG in global high yield and emerging market corporates

Incorporating ESG considerations into managing global high yield and emerging market corporate strategies is becoming increasingly important and attractive to institutional investors.

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Insights

M&G Investments

02/10/2019

Widening the lens on impact investing

Impact investment is becoming increasingly scalable and inclusive to a wider set of investors looking for investable solutions that can offer tangible, real world impact alongside attractive returns. There are now several ways in which investors can access impact opportunities, and this paper takes a close look at impact investing through private debt and listed equity markets, respectively.

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2019 SEP

Insights

M&G Investments

19/09/2019

Spotlight on the circular economy - targeting sustainable development by 'closing the loop'

Our current “take, make and dispose” approach to economic activity is reaching its limits - ‘closing the loop’ offers a potential solution to some of its challenges

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Insights

M&G Real Estate

18/09/2019

UK Real Estate Market Outlook

Despite the ongoing Brexit-related uncertainty and political upheaval, we expect property income streams to remain mostly resilient. Occupiers are still taking a ‘business as usual’ approach and, while cautious, investors continue to pile into alternatives over mainstream property.

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Insights

M&G Investments

17/09/2019

Asia Pacific Real Estate Market Outlook

Asia Pacific real estate remains resilient despite a challenging macroeconomic backdrop, buoyed by supportive monetary policy as well as the advancement of digital- and knowledge-based economies.

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Insights

M&G Investments

16/09/2019

Spotlight on index-linked gilts and UK inflation

Proposed changes to measuring UK retail price inflation have had significant influence on the prices of long-dated index-linked gilts.

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Insights

M&G Investments

06/09/2019

Spotlight on emerging markets income investing

Emerging markets offer a large and diverse range of income-generating assets with the potential for higher yields than in developed markets.

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2019 AUG

Insights

M&G Investments

07/08/2019

The coming end of LIBOR - Changes, choices and challenges

As the countdown to LIBOR’s retirement at the end of 2021 continues, the future interest rate landscape is gradually taking shape.

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