As lockdown restrictions lift and economies reopen, Jose Pellicer, Paul Crosbie and Andrew Amos survey the value add landscape and what this means for occupiers and discerning investors. Plus – what does it take to navigate high-quality real estate assets out of complex situations?   Host: Romil Patel, Senior Editorial Manager Speakers: Jose Pellicer, Head of Investment Strategy, M&G Real Estate Andrew Amos, Fund Manager, M&G Investments Paul Crosbie, Fund Manager, M&G...

With inflation sitting at the core of many issues that investors are grappling with today, David Parsons sits down with Miles Tym and Richard Ryan to consider the pacing of central bank policies to tackle this rising concerns, the potential danger points following interest rate hikes and how an evolving environment might impact a wider range of bond assets, specifically corporate bonds. Host: David Parsons, Head – Public Debt Investment Specialist Team Speakers: Miles Tym, Senior...

In an era of generally steep pricing, the focus is on real estate quality to cater to a variety of specific cultural and geographical requirements. Jose Pellicer and Richard van den Berg explore this, plus the nuances of doing business in Asia Pacific – and much more in the latest episode.    Host: Romil Patel, Editorial Manager Speakers: Jose Pellicer, Head of Investment Strategy & Richard van den Berg, Manager – Asia Pacific Property Strategy, M&G Real Estate.   For...

With higher inflation now a global phenomenon, the extent of its pick-up varies from country to country. David Parsons and Miles Tym explore the localised responses, whether Gen X will be Gen debt and above all – whether inflation is here to stay.    Host: David Parsons, Head – Public Debt Investment Specialist Team Speaker: Miles Tym, Senior Portfolio Manager – Government Bonds   For Investment Professionals only. Not for onward distribution. No other persons should rely on any...

The concept of real estate lending has been around for centuries and continues to evolve. In this episode, Riccardo Cumerlato chats with the investment team about potential new opportunities in underserved corners of the real estate market and how the innovative tailoring of loans to unique project requirements can help make a difference to people’s lives. Host: Riccardo Cumerlato, Client Director Speakers: Natalie Mills, Director and Michael Walker, Director, Fixed Income Restructuring...

How has the asset mix changed in European real estate? What should investors in the sector look for when selecting partners to work with them, and how is European real estate likely to evolve as requirements of property change and environmental considerations increase in importance? Jose Pellicer is joined by David Jackson as he reflects on 30 years of fund management. Host: Jose Pellicer, Head of Investment Strategy, M&G Real Estate Speaker: David Jackson, Head of Fund Management,...

What are the global themes responsible for driving and reshaping the modern infrastructure landscape? How can infrastructure investment play a part in supporting a wide range of ambitions, from decarbonisation, to digitisation? ? As the world transitions from the rhetoric of ESG commitments, to following up with action and data, we invite our colleagues at Infracapital, to discuss these trends and more.  Host: Alexia Savva, Responsible Investing, Infracapital Speaker: Stephen Nelson,...

Private assets have been steadily growing in popularity in recent years, with estimates that global alternative assets under management will have grown from 10 trillion dollars at the end of 2020, to 17 trillion dollars by 2025. So, what is it that makes private assets so attractive to clients? Why are they so useful as part of an investment portfolios? How can the issues of liquidity and complexity be solved, and what might their future hold? Host: Jo Waldron, Director, Private...

From the ‘Great Moderation’ of the 1980’s, to the current day, the inflation environment has been relatively benign, with the policies of recent years mostly concerned with preventing deflation. However, as economies begin to rebound from the Covid crisis, inflation has ticked up. Is the current rise in inflation transitory, or could we see Central banks move to tighten policy? David Parsons and David Lloyd walk through the history of what has led us to this point and what to look out...

While sustainability has been most obviously implemented within public markets, appetite from investors to access private market opportunities has grown. With fewer disclosure requirements, and challenges in providing tangible evidence and data that prove the sustainability of business operations, can allocations to private credit be coherent with a desire to increase sustainability in investment? Catherine Ross and Fiona Hagdrup sit down to explore the compatibility of these two investment...

Our latest episode of The Investment Podcast takes a closer look at real estate as we navigate the road to recovery from the pandemic. We discuss the outlook across different sectors and geographies, globally – which could see rapid growth and which may lag behind – whilst taking account of the ‘good old’ business cycle. We also explore the potential impact of inflation on the asset class. Host: Jose Pellicer, Head of Investment Strategy, M&G Real Estate Speakers: Richard Gwilliam,...

There has been significant positive momentum in credit markets since the Covid crisis began, underpinned by unprecedented levels of government and central bank support. However, despite market expectations of a sharp rebound in economic activity, there remain significant risks to this view. Notably, what happens as the stimulus packages are wound down - how will markets respond? What does the structure of markets tell us about the underlying risks? In this episode, David Parsons is joined by...

How do we find a private special situations investment? What kind of work do we do before making such an investment? What is our role once the initial investment is completed? In this podcast Riccardo Cumerlato, Client Director at M&G Investments, sits down with Fund Manager, Andrew Amos, to talk about an innovative investment in the area of music copyright royalties and how M&G has taken a differentiated approach to investing in the asset class. Host: Riccardo Cumerlato, Client...

As ESG continues to develop its role in society, we evaluate the awakening of the real estate industry to ESG issues and how things might look in 2050. What are the net zero commitments? Will the real estate sector conform to a standardised approach to certification? Are social issues being overlooked in real estate? Or is this an aspect of ESG that is a growing trend? Hear from Jose Pellicer and Nina Reid who shed light on these relevant topics. Host: Jose Pellier, Head of Investment...

Welcome to The Investment Podcast. As we enter 2021, we examine some of the narratives that have emerged from the real estate sector during 2020 and how much truth there may be to them in the coming year. Has COVID-19 caused a permanent shift? How will the retail sector continue to evolve? What is the outlook for the industrial sector? Host: Jose Pellicer, Head of Investment Strategy, M&G Real Estate Speakers: Tony Brown, Global Head of M&G Real Estate, and Richard Gwilliam,...