I was recently in San Francisco attending the biggest US healthcare investor conference and there’s little doubt that the level of innovation in the pharma and biotech industries remains very high. Many new therapies are… Read the article
I fondly remember “Don’t panic” being the catchphrase of Lance-Corporal Jack Jones in the popular 1970s sitcom Dad’s Army. ‘Jonesy’ would shout this loudly at moments of impending danger, while running round in a frantic… Read the article
The first valuation method most investors learn is the humble Price/Earnings (P/E), as in theory it’s both easy to calculate and easy to compare across companies. Unfortunately in my experience, this is a long way… Read the article
Obamacare is revolutionising healthcare in the United States – the single most important market for healthcare companies in the world. This has profound implications for the outlook for these companies and as a consequence how… Read the article
Consumer staples have historically been seen as largely homogeneous, offering broadly similar levels of predictable, long-term growth and cash generation. That seems unlikely to be the case going forward. Too much of the investment debate… Read the article
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OKWelcome 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.
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