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Insights

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

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2020 JUN

Insights

M&G Institutional

30/06/2020

How does the current environment compare to the Global Financial Crisis?

The current crisis is very different to the last. It is economic in nature, in contrast to the Global Financial Crisis (GFC), which was financial, with banks at its centre. However, there are similarities. Just as when the GFC fed through to the real economy, this crisis is expected to make leasing properties more challenging and taking risk more costly.

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2020 MAI

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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2020 APR

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

09/04/2020

Covid-19 and European high yield: a case of "darkest before dawn"?

This update provides fresh insight into the rollercoaster ride for European high yield investors in March and early April.
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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

02/04/2020

COVID-19 impact on European ABS – Price dislocation creates opportunities

The European ABS market has experienced incredible price moves, which are now at their most disconnected relative to the fundamental credit resiliency of these instruments since the depths of 2008/9 in our view. This paper is a 4-minute read.
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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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