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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

M&G Real Estate - Asia Pacific Outlook

The Asia-Pacific economic outlook appears healthy in the near-term, but policy uncertainty globally poses risks. Regional property total returns look set to taper as yield compression slows; and development, alternatives, and tactical opportunities could drive the next wave of investments.

Company: M&G Real Estate
Date added: 01-12-2017
Sector: Real Estate

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M&G Real Estate - UK Autumn Statement 2016 – impact on real estate

Unlike George Osborne’s Budget back in March, the Autumn Statement delivered by the new Chancellor Philip Hammond on 23 November contained little with direct consequences for real estate investors. 

Company: M&G Real Estate
Date added: 01-11-2017
Sector: Real Estate

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M&G - How direct lending is opening up new opportunities for private debt investment

The evolution of Europe’s lending landscape over the past two decades has created opportunities for institutional investors to expand their presence in private corporate loans. The post-financial crisis shift by borrowers, from traditional bank funding towards alternative lenders, has been particularly rapid in mid-market direct lending.

Company: M&G Real Estate
Date added: 02-02-2017
Sector: Private Debt

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M&G Real Estate - 2017 Market Outlook

The economy has proved resilient in the face of Brexit uncertainty and investor concerns seem to be abating after a turbulent summer. The outlook for performance is moderate with some downside risks and defensive investments are likely to hold investors in good stead over the short term. In this report we look at some key trends that may affect UK property over the next year

Company: M&G Real Estate
Date added: 18-01-2017
Sector: Real Estate

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M&G Real Estate - What the national living wage and business rates review means for the UK retail sector

The introduction of the National Living Wage (NLW) in April 2016 and the resetting of business rates in April 2017 have ramifications for the UK retail market. But just what exactly remains unclear, not least in the case of the living wage. This paper aims to offer some early pointers.

Company: M&G Real Estate
Date added: 18-01-2017
Sector: Real Estate

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M&G Real Estate - Pooled Pensions Q4 2016 Quarterly Market Outlook

Economies around the world appear to be relatively resilient, with data signalling that in many countries, economic activities are expanding at a faster pace than was previously believed. Most commentators believe that the policies of president-elect Donald Trump will encourage further strength in the US economy, which could spread to other countries. There is, however, some concern that he may impose measures that could dampen global trade.

Company: M&G Real Estate
Date added: 18-01-2017
Sector: Pension Reports

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M&G Real Estate - Infrastructure debt in Europe

Interest in gaining exposure to infrastructure has been growing globally in recent years, particularly among long-term investors such as insurance companies and pension funds. Investors are attracted by some of the key features of infrastructure, notably the security, reliability and longevity of cashflows, often extending over decades, and often with the income streams having some link to inflation. 

Company: M&G Real Estate
Date added: 01-01-2017
Sector: Infrastructure

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M&G - Emerging market equities: opportunities in improving fundamentals

Many emerging market companies are making good progress on self-help initiatives; adopting better capital discipline and focusing on profitability rather than growth. Although the asset class has seen significant outflows in recent years, investors are starting to pay attention to these positive changes, however, many remain underweight the asset class.

Company: M&G Real Estate
Date added: 01-01-2017
Sector: Emerging & Frontier Markets

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M&G Real Estate - A world view: the case for global core real estate investment

Real estate has earned itself a firm place in institutional portfolios, with worldwide investment in property reaching a record $13.6 trillion1. However, one key difference remains between investor attitude to real estate and to other asset classes. Pension funds and other institutions tend to see international allocation as an integral element of bond or equity holdings. In real estate, however, many still only invest in the domestic market and are willing to consider global property only in exchange for a premium return (and therefore higher risk).

Company: M&G Real Estate
Date added: 01-12-2016
Sector: Real Estate

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M&G Real Estate Investment case: The UK private rented sector (PRS)

The UK private rented sector (PRS) has doubled in size in the past decade and is now increasingly attracting the attention of pension funds, insurers and other institutional investors. The investment case is backed up by proven diversification benefits (versus both commercial real estate and other classes), attractive rental growth prospects, a long-standing supply demand imbalance, and more.

Company: M&G Real Estate
Date added: 06-07-2016
Sector: Residential

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M&G Real Estate - Brexit: First views from our institutional fund managers

Our fund managers share their thoughts on the impact of the referendum outcome on their markets.

Company: M&G Real Estate
Date added: 06-07-2016
Sector: Brexit

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M&G Real Estate - UK Offices Life beyond London?

M&G Real Estate’s proprietary ‘vital signs’ index measures the heartbeat of UK’s top regional cities. Find out which of them have sufficiently large and diverse economies to present an attractive long-term investment proposition to rival London.

Company: M&G Real Estate
Date added: 06-07-2016
Sector: Real Estate

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M&G Real Estate - Real Estate Market Outlook Continental Europe

Europe is enjoying sound and improving fundamentals, which in turn are starting to translate into rental growth. This – coupled with scope for more yield compression in some markets – should help generate total returns of circa 6.5% pa over the next three years.

Company: M&G Real Estate
Date added: 06-07-2016
Sector: Real Estate

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Infrastructure Roundtable - Three infrastructure fund managers discuss why active asset management might be more important than ever

With fierce competition for assets and increasing pressure on returns, Bruno Alves and three infrastructure fund managers discuss why active asset management might be more important than ever.

Company: M&G Real Estate
Date added: 06-06-2016
Sector: Infrastructure

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Housing Minister Unveils One Of The UK’S First Build To Rent

Housing and Planning Minister Brandon Lewis will later today unveil a landmark ‘Build to Rent’ housing development in North Acton, West London. The £43.5 million scheme, which is being developed by mid-market specialist developers HUB, is owned and funded by M&G Real Estate, one of the UK’s largest property investors.

Company: M&G Real Estate
Date added: 30-03-2016
Sector: Real Estate

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M&G Real Estate - UK Market Outlook 2016

The UK economy looks set to record a healthy pace of growth in 2016, continuing to expand at a much faster rate than the majority of advanced economies.

Company: M&G Real Estate
Date added: 03-03-2016
Sector: Real Estate

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M&G Real Estate - Investment Case: The UK private rented sector (PRS)

The UK private rented sector (PRS) has doubled in size in the past decade and is now increasingly attracting the attention of pension funds, insurers and other institutions.

Company: M&G Real Estate
Date added: 03-03-2016
Sector: Real Estate

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M&G Real Estate: Investment Case for Global Core Real Estate

Pension funds and other institutions tend to see international allocation as an integral element of bond or equity holdings. In real estate, however, many still only invest in the domestic market and are willing to consider global property only in exchange for a premium return (and therefore higher risk).

Company: M&G Real Estate
Date added: 05-10-2015
Sector: Real Estate

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M&G Real Estate: Asia Pacific Outlook

Over 2015 and 2016, economic growth of the Asia Pacific region is forecast to hold steady at 5.5% per annum1, continuing to outperform the rest of the world by a large margin.

Company: M&G Real Estate
Date added: 01-10-2015
Sector: Real Estate

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M&G Real Estate: Investment Case for Residential Investment

The UK private rented sector (PRS) has doubled in size in the past decade and is now increasingly attracting the attention of pension funds, insurers and other institutions.

Company: M&G Real Estate
Date added: 01-10-2015
Sector: Residential

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M&G Real Estate: Technology in Global Retail

Retail is a dynamic business – retailers and investors alike can never stay complacent, but must adapt and respond to the changing needs and demands of the consumer.

Company: M&G Real Estate
Date added: 01-10-2015
Sector: Real Estate

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M&G Real Estate: Opportunities in the UK Leisure Sector

Leisure is, arguably, one of the most diverse sectors of the UK economy, catering to residents and tourists alike through restaurants, cinemas, casinos, bowling alleys, sport centres, spas, golf courses, etc.

Company: M&G Real Estate
Date added: 01-10-2015
Sector: Real Estate

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M&G Real Estate: The Impact of QE on European Property Markets

The European Central Bank (ECB) plans to inject €1.1 trillion into the eurozone economy through its new quantitative easing (QE) programme from March 2015 to September 2016.

Company: M&G Real Estate
Date added: 01-10-2015
Sector: Real Estate

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M&G Real Estate: UK Real Estate Market Outlook 2015

The UK was the fastest growing member of the G7 group of major advanced economies in 2014, outpacing even the US.

Company: M&G Real Estate
Date added: 01-10-2015
Sector: Real Estate

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M&G Real Estate: Continental Europe Real Estate Market Outlook

The euro zone formally came out of a recession in 2014, growing at a modest rate of 0.9%. Output in the peripheral countries is supported by healthy private consumption and falling unemployment.

Company: M&G Real Estate
Date added: 01-10-2015
Sector: Real Estate

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M&G Real Estate: UK Residential, Europe's Rising Star

For investors, that creates a great opportunity to benefit from England’s growing private rented sector.

Company: M&G Real Estate
Date added: 01-10-2015
Sector: Residential

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