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Insights

For insights, thought leadership and market commentaries straight from the fund management floor. Some of the views expressed on this page are from third parties and should not be taken as M&G's views.

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2019 NOV

Insights

M&G Investments

21/11/2019

How can banks manage their regulatory capital?

In order to meet (and increasingly exceed) the capital requirements set out by the regulators, banks have had to focus on reducing the asset size of their balance sheet. By entering into ‘risk-sharing’ transactions, banks can achieve much-needed capital relief. This paper explains how the different types of trades work in practice.

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Insights

M&G Investments

08/11/2019

Focus on real asset investing

Investor allocations to real assets are growing, attracted to tangible stores of value and the potential diversification of risk exposure. This paper identifies the characteristics associated with such strategies that can help institutions achieve their investment goals over the long-term.

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Insights

M&G Investments

07/11/2019

Comparing European and US leveraged loans

While European and US leveraged loans have very similar features that make them valuable in a portfolio context, investors need to understand how the two loan markets structurally and operationally differ from one another and what it takes to invest successfully in each. This paper aims to explain those differences and the reasons why European loans may offer a better risk-return profile than their US counterparts.

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Insights

M&G Investments

01/11/2019

Making the complex simple: Rethinking your insurance portfolio for today’s challenges

How can we rethink insurance investment to solve the complexity challenge?

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Insights

M&G Investments

01/11/2019

UK City Vitality Index 2019

M&G Real Estate's second City Vitality Index (CVI) seeks to quantify the fundamental attractiveness of the UK's key office markets to property investors by assessing eight ‘vital signs’ that shape urban economics and influence occupier demand.

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2019 OCT

Insights

M&G Real Estate

30/10/2019

European Real Estate Market Outlook - October 2019

This paper explores opportunities in the European property market.

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Insights

M&G Investments

30/10/2019

Reintroducing securitisations to insurance portfolios

In January 2019, regulations were introduced to help revive European ABS issuance via a new Simple, Transparent & Standardised (STS) framework. This significantly reduces capital charges for insurers to hold high-quality ABS compared to previous requirements under Solvency II.

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Insights

M&G Investments

23/10/2019

Value in negative yields - Is there such a thing?

Negative yields are widespread across significant swathes of the world’s bond markets at the moment. This paper considers what rationales there may be for this phenomenon being justified.

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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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