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.

We recommend that you read our ‘Terms and Conditions’ before accessing this website.

Please select the option on the right to confirm you are a Professional Investor in Hong Kong and wish to continue.

Audience

Insights

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

Search

Please enter a search term:

Advanced search


News categories

  • Insights
  • News

Asset class

  • Bonds
  • Infrastructure
  • Multi-asset
  • Real estate

Regions

  • Asia Pacific

Themes/Topics

  • Responsible investment

2019 MAY

Insights

M&G Real Estate

20/05/2019

Asia pacific property: Innovation and the disruption of tech

In this paper, we discuss the structural changes that are presenting challenges and opportunities for real estate globally, where adopting technological and innovation strategies can overcome such challenges.

Read more

2019 MAR

Insights

M&G Investments

28/03/2019

Focus on Multi-asset credit: Accessing a broader opportunity set

Seek to provide long-term returns above a cash rate, while reducing volatility and downside risk, even in times of credit market stress. Focus is usually on the attraction of benefitting from taking credit risk while minimising unwanted interest rate and currency risk. Richard Ryan explains why adopting a multi-asset credit approach offers attractions to long-term investors.

Read more

Insights

M&G Real Estate

28/03/2019

Europe Real Estate Market Outlook

Economic growth in the Eurozone softened in 2018, but macro tailwinds remain strong, such as Japan and the European Union agreeing to remove tariffs on goods and services. This European real estate market outlook looks at the opportunities emerging across the continent and what we believe will be important to drive returns going forward.

Read more

Insights

M&G Investments

22/03/2019

An introduction to M&G's multi-asset strategies

Our multi-asset team focuses on delivering sustainable investment outcomes to help pension schemes meet their varying needs for diversified growth, volatility management and income generation.

Read more

Insights

James King

19/03/2019

Spotlight on ABS: Market dynamics favour investors once more

Asset-backed securities (ABS) remain attractive to investors and it is not only because yield spreads have increased. UK consumer risk offers value as Brexit downsides appear to be overpriced. Resilience of deals appears strong, with robust documentation helping to reduce impairment risks, while underlying collateral defaults remain low.

Read more

Insights

M&G Investments

19/03/2019

European private debt in 2018 and the year ahead

European private debt continued to attract significant investor interest in 2018, while fundraising was more muted, partly due to high levels of dry powder. Looking in less competed and emerging areas of private debt is more likely to enable sourcing value opportunities.

Read more

2019 FEB

Insights

M&G Investments

28/02/2019

Responsible investment and private debt

The key concepts of responsible investment are complementary to private debt with its core focus on analysing and managing risk through relationships with investee entities.

Read more

Insights

M&G Investments

19/02/2019

European loan market - review and outlook

European loans found relative favour with investors as 2018 marked a return to volatility for global markets. European loan returns were modestly positive, thanks to pricing stability and high running coupon income, unlike other risk assets.

Read more

Insights

M&G Investments

14/02/2019

Attractive value in credit masked by bad memories

Assessment of valuations has been anchored in the extremes of the credit and sovereign crises of the last decade. Prospective returns have improved in both investment grade and high yield markets, with crossover credits favoured. We have been adding to risk in multi-asset credit strategies but have scope for add more as value opportunities emerge.

Read more

Insights

M&G Investments

14/02/2019

Spotlight on high yield: Attractiveness following recent volatility

High yield is more appropriately priced after the 2018 sell-off, but investors may be missing its attractiveness. Spread decompression has increased the opportunities both within the market and in the market overall. Attractive prospects for returns have encouraged us to add active risk to our European high yield strategies.

Read more

Richard Ryan

04/02/2019

Q&A: multi-asset credit strategies

Richard Ryan, discusses multi-asset credit, a total return strategy invested and diversified across the broad fixed income markets.

Read the full article
Cyveillance Protected

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.