Insights

2020 APR

Insights

09/04/2020

Covid-19 and European high yield: a case of "darkest before dawn"?

This update provides fresh insight into the rollercoaster ride for European high yield investors in March and early April.

Insights

M&G Investments

09/04/2020

Covid-19 and consumer and mortgage finance: It’s not 2008 all over again

We believe that the aftermath of the Covid-19 pandemic will play out quite differently to the global financial crisis. While the past decade was arguably the decade of the corporation, could this be the decade of the consumer? In this paper, M&G’s Specialty Finance team examine the reasons why they believe this to be the case and discuss what that means for investment strategies.

Insights

James King, director of fixed income

07/04/2020

Covid-19 and European ABS: Resilience under stress testing

In light of the extreme price moves in European ABS, we ran a number of Covid-19-specific stress-tests on securities. This paper details the outcomes.

Insights

02/04/2020

COVID-19 impact on European ABS Price dislocation creates opportunities

The European ABS market has experienced incredible price moves, which are now at their most disconnected relative to the fundamental credit resiliency of these instruments since the depths of 2008/9 in our view. This paper is a 4-minute read.

Insights

M&G Investments

01/04/2020

Covid-19 – further thoughts on finding credit opportunities

Pricing in credit markets continues to react and move rapidly, and we are using that price action to identify and take advantage of opportunities as they arise.

2020 MAR

Insights

Richard Ryan, senior fund manager

31/03/2020

The value view - finding opportunities in adversity

Asset markets have been subject to extreme volatility in recent days. M&G’s institutional public debt team has been maintaining a close watch on credit markets with a view to identifying attractive opportunities.

Insights

31/03/2020

New mallowstreet and M&G Private Debt report reveals UK pensions industry views

We take a closer look at some of the key findings that emerged from our recent research project in partnership with mallowstreet Insights focused on private debt.

Insights

M&G Institutional

31/03/2020

Covid-19 Fixed Income update: Market and economic effects of Covid-19 coronavirus

Last week was another astonishing period for global markets as the impact of Covid-19 spread through populations and economies worldwide. This wrap-up of reaction from our investment teams offers insight into how the turbulence is playing out across asset classes. This paper is a 9-minute read.

Insights

M&G Investments

26/03/2020

Covid-19 – our thoughts on the European loan market

Market dynamics remain highly changeable in this unpredictable environment. In the latest update from M&G’s Leveraged Finance team, read about what has been happening in the European loan market and why investors would do well to remember the underlying strengths of the loan asset class during this time of volatility.

M&G plc

20/03/2020

M&G plc response to COVID-19

Market summaries

M&G Investments

19/03/2020

Current credit market perspectives of
Covid-19

As financial markets bounce and dive in reaction to news and shifting sentiment surrounding Covid-19, we provide some perspectives of the public and private credit markets across M&G’s institutional businesses.

2020 FEB

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.

Insights

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2020 APR

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