


China is undeniably a dominant force today. It is the second largest economy in the world and continues to grow rapidly. With a couple of points faster growth, Chinese GDP will overtake the US within… Read the article

On 18 June 2019, Facebook launched project Libra alongside 27 partners including e-commerce marketplace eBay, media services provider Spotify, transport network companies Uber and Lyft, and payment companies such as Mastercard, PayPal and Visa. According… Read the article

Why does Zuckerberg want regulation?
- Following two years of debate against Tech giants, Mark Zuckerberg wrote an article asking for regulation
- Digital platforms had distanced themselves from content editing to ensure immunity granted by a law from 1990s. That law is… Read the article

Are today’s technology titans exploiting their market position without any attention to broader stakeholder welfare? Essentially, this is the implicit question being discussed in most media today.
Given the recent news flow, it certainly feels… Read the article

Bitcoin: bubble or beginning? Both!
There is no denying that the recent cryptocurrency boom resembles the one we saw among dotcom companies in the late 1990s. Celebrities then were taking equity stakes in start-ups in exchange for promoting them, and… Read the article

In yesterday’s blog, I discussed that while the Bitcoin currency system may not see widespread adoption, it gave us a unique piece of technology that would – Blockchain. At its heart,… Read the article

A fistful of bitcoins . . .
There’s been a lot of attention on bitcoins and blockchains recently, in particular the latter which is being heralded as a major disrupter in financial services. In a two part series this week, I will… Read the article

Many investors are rightfully sceptical of executive share-based compensation, particularly in the US. But the debate is typically around the adjustments made to companies’ declared earnings or the very large payments that can result, rather… Read the article

In my recent blog and in the blog from my colleague last week, we highlighted the disruptive power of new technology companies and the importance of creating… Read the article

Technology is the biggest sector in the S&P 500 index and accounts for five of the top ten largest companies. The sector is growing at a pace and scale never previously imagined and is eating… 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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