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 to the recent white paper from Libra Association members, Libra is designed to be a… Read the article
21 year old Kylie Jenner is the world’s youngest self-made billionaire. The company she started over three years ago, selling $29 lipstick kits, recorded $420m sales in its first 18 months. For context, Tom Ford Beauty was said to have taken a decade to achieve a comparable figure.
Similarly, Rihanna’s… Read the article
Can brands survive in a digital world?
Why did L’Oreal spend nearly €7.4bn on advertising and promotional activity in 2015? Why does the market value L’Oreal shares at a 70% premium to the Stoxx 600? Because conventional knowledge suggests a strong brand will allow a business to attract more consumers, retain their business and generate higher gross… Read the article
Ch,ch,ch,ch,changes…… turn and face the strange
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 networks to organize, synthesize and expand information through social, organisational and process innovations.
I believe there are changes in… Read the article
The Rubik’s Cube is an easy puzzle for those who know the correct ‘algorithms,’ or sequence of turns needed to align the coloured cubes – and a frustrating enigma for those who don’t. For a devoted few, the challenge is solving the puzzle as quickly as possible, which officially stood… Read the article
Watch out! The new tech companies are eating your lunch!
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 into the profits of every other industry.
Tech giant Amazon is a prime example (no… Read the article
Artisan brands challenge the status quo
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 on consumer staples has been around the valuation premium they are trading on and not… Read the article
Will “robo advice” significantly change the distribution landscape in the savings industry?
Images of RoboCop may spring to mind when you hear the term ‘robo-advice’. But robo-advice is increasingly seen as the solution for wealth managers and financial advisers looking to provide a service to those clients unable to afford face-to-face advice. Many believe it has the potential to address the advice… 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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