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
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
With the growing interest in Sustainable investing, many funds and indices are increasingly relying on ESG ratings to indicate the extent of a company’s adherence to, or engagement with, ESG concerns.
However, recent allegations of… Read the article
In this month’s video Kirsty Clark, Investment Specialist, comments on the growing focus on Sustainability and ESG issues in the wake of COVID-19, and how authorities, companies and investors have been responding.
In June, equity… Read the article
In this month’s video Kirsty Clark, Investment Specialist, looks at the increase in online activity and growing adoption of technology during lockdowns; from the growth in e-commerce to rising social media use. Could this evolution… Read the article
As governments, corporates and individuals struggle to come to terms with the ramifications of the coronavirus pandemic, the International Monetary Fund (IMF) has issued a stark warning that the ‘Great Lockdown’ will result in the… Read the article
In a few short months – a term, hitherto only commonplace in the scientific community, has become firmly entrenched in our collective dialogue. The rapid spread of information (and misinformation) related to the coronavirus, so… Read the article
Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the ‘Phase one’ US-China trade agreement and… Read the article
Following one of the most divisive UK General Election campaigns in recent memory, a weary electorate heads to the polls. With traditional party loyalties being tested, the outcome is far from certain. Investment Specialist, Kirsty… Read the article
It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have… Read the article
Central banks globally have turned on the taps, keeping a lid on interest rates and bond yields. In this month’s video, Investment Specialist, Kirsty Clark discusses the recent round of QE from central banks as… Watch the video
After half a century of post-war global trade integration, where we witnessed an increase in the total trade of goods and services from 39% of global GDP in 1990 to 61% in Read the article
The changing face of investing: a brief history
The investment industry has gone through a myriad of changes since the turn of the 20th century, fuelled by innovation, technology, regulatory changes and evolving investor preferences.… Read the article
In this month’s video, Investment Specialist, Kirsty Clark looks at the prospects for the euro area in 2019 as the region embarks on its most accommodative fiscal policy of the last decade.
Equity markets continued… 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