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Insights

The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.

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News categories

  • Insights
  • Market summaries

Asset class

  • ABS
  • Equities
  • Fixed income
  • Infrastructure
  • Property
  • Real estate

Regions

  • Asia Pacific
  • Europe
  • North America
  • UK

Themes/Topics

  • ABS
  • Credit

2020 JUL-SEP

Insights

M&G Institutional

17/07/2020

Why are residential mortgage and consumer loan pools attractive for insurers?

Consumer finance is one of the largest and most diverse credit asset classes in Europe, and is particularly attractive for insurers subject to Solvency II. Yet, few insurance investors have any kind of direct exposure to the asset class, with the exception of Dutch residential mortgages. Here, we make the case for investing in pools of residential mortgages and consumer whole loans, and explore the specific benefits available to insurers.

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Insights

M&G Real Estate

17/07/2020

APAC Real estate Outlook

In line with global economies, a recession scenario appears likely for the five developed Asia Pacific economies this year. However their relative preparedness in handling the pandemic and governments’ strong fiscal and monetary support means they are expected to recover relatively quickly from H1 2021 onwards
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Insights

M&G Real Estate

15/07/2020

Investing with purpose

A responsible approach to investing, to deliver not only financial benefits but positive social value, is more pertinent than ever.

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Insights

M&G Institutional

08/07/2020

Leveraged loan investment and ESG factors in light of Covid-19

In its all-encompassing impact, Covid-19 must raise regard for all stakeholders. Can the private equity playbook be unaffected in the post-Covid era? Equally, with momentum building behind other societal challenges, like climate change, how can the private corporate world be encouraged to move forward?

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2020 APR-JUN

Insights

David Fancourt, fund manager

30/06/2020

Spotlight on Euro high yield – The changing shape of indices

Both market volatility and credit rating changes have affected the composition and shape of the main high yield indices.

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Insights

David Fancourt, senior credit portfolio manager

27/05/2020

European high yield credit update

Credit markets stabilised in April; however, a wide dispersion of spreads means active stock-pickers can still find potential opportunities.

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Insights

M&G Investments

01/05/2020

Pandemic: The inextricable link between human, animal and ecosystem health and the emergence of communicable disease

The impact of COVID-19 has been significant in virtually every aspect of human life. A consequence of this is the way it is changing how we assess, value and engage with the companies in which we invest.

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Insights

David Fancourt, senior credit portfolio manager

27/04/2020

Covid 19 update: European high yield market moves - Fallen angels – how to ride the upcoming wave

The coronavirus pandemic and low oil prices have led to a surge in ‘fallen angels’, companies downgraded from investment grade to sub-investment grade. We look at how this is affecting European high yield credit markets and what the implications may be over the longer term.

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Insights

M&G Investments

24/04/2020

European private debt: shifting dynamics

Our paper examines the main sources of deal flow across Europe’s broad and dynamic private debt markets in 2019, highlighting some of the key observations or themes influencing deal activity in different parts of the market. We also discuss the broad themes that we believe are key to investing in private debt and can help well-positioned lenders access and align opportunities that can deliver the specific outcomes sought by investors.

The Covid-19 pandemic has created unprecedented uncertainty, but even during this time it’s important not to lose sight of the long term.

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Insights

Jose - Luis Pellicer, Head of Investment Strategy, M&G Real Estate

22/04/2020

Covid-19 real estate update - Initial impacts of Covid-19 coronavirus

Economic disruption is feeding through to real estate markets, with the impact of the crisis currently most evident in occupier markets. Though partly mitigated by unprecedented government intervention, investors must adapt to the new ‘normal’ and prepare to navigate both the challenges and opportunities that turmoil may bring. In this paper, we shine a light on the initial impacts on real estate markets.

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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

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

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.

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2020 JAN-MAR

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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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.

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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.

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