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Insights

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

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2018 MAR

Insights

M&G Investments

29/03/2018

Spotlight on emerging markets equities

After a stellar 2017 for EM equities underpinned by robust corporate earnings, we are optimistic that improving company fundamentals should continue to support the asset class.

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Insights

M&G Investments

23/03/2018

Why consider impact investment?

Richard Sherry, director of alternative credit, explains how impact investment can work for institutional investors and what it will take for this growing market to reach critical mass.

Read the full Q&A

Insights

M&G Investments

02/03/2018

Taking sustainable investing to the next level

In this Investment Insight, Richard Sherry, Director of Alternative Credit, discusses the growing importance of impact investing and how it can offer a diverse opportunity for institutional investors looking to take sustainable investing to the next level.

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Insights

M&G Investments

02/03/2018

Targeting real world impact aligned with SDGs

We look at why the UN Sustainable Development Goals (SDGs) matter to institutional investors, the role of impact investing in helping to achieve the SDGs and what the global goals mean for the growth and development of the impact investing sector.

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Insights

M&G Investments

01/03/2018

European loans review and outlook

It feels unlikely that the historically-low volatility can persist this year, given the prospect of higher inflation and yields, following lower quantitative easing. If volatility does recur, the stability of rate-indifferent, secured, floating-rate loans should show the asset class off to relatively good effect in 2018.

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2018 FEB

Insights

M&G Investments

27/02/2018

How does M&G approach investing in global credit?

Localism applied globally is a key element of how M&G invests in global credit, using its value-driven bottom-up approach to fixed income.

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Insights

M&G Investments

23/02/2018

Can quantitative easing be unwound safely?

David Lloyd discusses the challenges and risks facing central banks as they begin to reverse a decade of ultra-loose monetary policy.

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Insights

M&G Investments

16/02/2018

Spotlight on volatility What is behind the US equity market moves?

US equities have given up recent gains amid heightened volatility. Richard Ryan, senior fund manager for institutional credit, considers the changing climate behind the moves.

Read the paper

Insights

M&G Investments

16/02/2018

Impact investing: Taking sustainable investing to the next level

In this Investment Insight, Richard Sherry, Director of Alternative Credit, discusses the ways in which evolving investor preferences have helped to bring impact investing firmly into focus over recent years, and how impact investing can offer a diverse opportunity for institutional investors looking to take sustainable investing to the next level.

Read the paper

Insights

M&G Investments

16/02/2018

The economic outlook is changing fast. Is it time for active equities?

The global monetary environment is normalising rapidly, with greater potential for volatility in global equity markets as a consequence. Ritu Vohora, investment director, makes the case for pension funds to consider active equity strategies.

Read the paper

Insights

M&G Investments

16/02/2018

The economic outlook is changing fast. Is it time for active equities?

The global monetary environment is normalising rapidly, with greater potential for volatility in global equity markets as a consequence. Ritu Vohora, investment director, makes the case for pension funds to consider active equity strategies.

Read the paper

Insights

M&G Investments

15/02/2018

Targeting real world impact aligned with the Sustainable Development Goals

We look at why the UN Sustainable Development Goals (SDGs) matter to institutional investors, the role of impact investing in helping to achieve the SDGs and what the global goals mean for the growth and development of the impact investing sector.

Read the paper

Insights

02/02/2018

Capturing the investment opportunity in European real estate debt

This paper explains why investors such as pension funds should consider real estate debt for relatively stable income and protections such as security against real assets.

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Insights

02/02/2018

Global credit management QA with Jamie Hamilton

Through his responses to a series of topical questions, senior credit fund manager, Jamie Hamilton, provides an insight into how he views global credit markets. In doing so, he also outlines the attractions and benefits that may be open to investors who are willing to reorient their credit portfolios toward a more global perspective.

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Insights

02/02/2018

Relative value in European real estate debt

Real estate debt finance, an asset class that has attracted significant institutional capital over the past ten years, in senior debt is currently offering some of the most significant value relative to similarly rated corporate bonds since 2011. Nonetheless, real estate debt is an illiquid investment class suited to long-term investors happy to accept illiquidity as well as capital at risk.

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2018 JAN

Insights

M&G Investments

18/01/2018

What is required to be successful?

The complexity of global corporate credit markets makes it important for investors to select the right manager. We discuss the key features of a successful global credit manager.

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Insights

M&G Investments

16/01/2018

The folly of forecasting - video

Gaurav Chatley, M&G Fund Manager, explains the “folly of forecasting” in financial markets and how objective analysis can help to deliver consistent and reliable returns with less volatility.

Watch the video

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.