A brief history of real estate – and what’s back in fashion
History offers useful lessons, as a plethora of adages often remind us. In the first episode of 2024, Jose Pellicer Global Head of Investment Strategy and Richard Gwilliam, Head of Research at M&G Rea...
12 Jan 202418min
CIO perspectives on what lies ahead in 2024
M&G’s CIOs Jim Leaviss and Fabiana Fedeli share their perspectives for 2024, considering how to potentially drive returns through the uncertainty ahead, and highlighting the importance of being select...
13 Dec 202318min
Dissecting the gilt crisis fallout
Just over a year has passed since the gilt market turmoil of September 2022, sparked by the UK government’s so-called ‘mini-budget’. The fallout from the crisis, as the pound fell and gilt yields spik...
12 Okt 20239min
The state of play in European private credit
Risk assets have repriced over the past year due to financial-market volatility and higher-than-usual levels of uncertainty surrounding issues such as terminal rates, inflation, geopolitics and econom...
25 Sep 202319min
An Introduction to Significant Risk Transfer
The Significant Risk Transfer (SRT) market currently offers a compelling alternative to traditional asset classes given high levels of inflation, according to James King, Head of Structured Credit at ...
16 Aug 202317min
Catering to subtleties across the housing spectrum
Housing needs are defined by age profiles and can be split into five categories. The needs will often be driven by the activities that are likely to be pursued by that cohort, as well as cultural valu...
24 Maj 202314min
Infrastructure – an industrial revolution?
Investing in infrastructure has historically been about existing, stable and secure assets. In recent years, there has been a concerted effort to drive towards sustainable sources of power and energy ...
17 Mars 202316min
European High Yield – changing perceptions
To what extent do European High Yield markets represent good value at the moment and is now an attractive entry point? In this instalment, David Parsons and David Fancourt look at how European High Yi...
1 Mars 202310min
