As the US presidential debates rumble on, voters and investors may not be too diverted. Certainly, though, who ends up in the White House come November, and the make-up of Congress, will impact market sentiment… Read the article
Click here to see related blog ‘The Energy Transition Part 1: Climate Change and Emissions’
Electricity generation (the Power Sector) is a leading contributor to global CO2 and GHG emissions. While it is part of the global… Read the article
At a mere 0.5%, in relative market cap terms, the global convertibles universe is dwarfed by its global equities counterpart.
Consider the ca. $440 billion market cap size of the global convertibles¹ universe in comparison… Read the article
In this month’s video and blog Investment Specialist, Kirsty Clark comments on the Fed’s move to ‘average inflation targeting’ and how government and central bank liquidity has been ‘bridging the economic activity and earnings gap’,… Read the article
22 August 2020 is this year’s Earth Overshoot Day, an inauspicious annual milestone marking the date at which the planet overshot its ecological boundaries for the year. Put another way, we are currently using our… Read the article
As we emerge from the immediacy of the coronavirus pandemic, the scale of the damage becomes ever more apparent. The human toll is stark, with the virus reported to have taken close to three quarters… Read the article
In this month’s video and blog Investment Specialist, Kirsty Clark comments on the hidden costs of complex global supply chains, increasing awareness of the social and environmental costs, and growing calls for greater transparency.… Read the article
While investors’ knowledge about Responsible Investing has generally improved over the past few years, the increasing diversity of thought in the market has created new layers of confusion. Overall, investors are better equipped to grasp… Read the article
EU leaders have agreed in principle on a €750 billion recovery fund, ‘Next Generation EU,’ aimed at helping the EU economy out of the COVID-induced recession.
The European Green Deal as the EU’s recovery… Read the article
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Welcome to the M&G Multi Asset Team’s Allocation blog, previously known as the Episode blog. We have changed the name of our blog to resonate better with our readers in Europe, however, the content and purpose of the blog has not changed. The Allocation blog continues to aim to provide unique market perspectives from our dedicated team of experienced asset allocators.OK