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Insights

Here you can find insights, thought leadership and market commentaries, compiled by our expert teams.

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2020 MAY

Insights

M&G Investments

29/05/2020

Covid-19 – Fixed income update briefing

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2020 APR

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.

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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.
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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.

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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.
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2020 MAR

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.
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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.
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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.
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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.

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M&G plc

20/03/2020

M&G plc response to COVID-19

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Insights

M&G Investments

03/03/2020

Impact investing in action – helping to create a cycle of positive change

Through our commitment to MEF, a global microfinance debt fund, our clients have the opportunity to lend for impact by giving micro and small entrepreneurs in developing countries better access to affordable and appropriate finance, and thereby contribute to the improvement of their lives and prospects as a result of the financing provided.

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The information on this website is for Institutional Investors only. Specifically, the information on these pages should not be used or relied upon by the public of Hong Kong or any other type of investor from any other jurisdiction.