In what has been a very volatile start to the decade in humanitarian, economic and political terms, let’s take a look at the long-term challenge of climate change to understand how it is progressing and… Read the article
Japanese small caps have been one of the best performing equity classes in the world over both a 10 and a 20-year time horizon. In local currency terms, Japanese small caps have matched the S&P500… Read the article
In this month’s video Ritu Vohora, Investment Director, looks at oil’s tumultuous ride in the wake of the COVID-19 pandemic, which has prompted the most profound impact on energy demand in 70 years alongside oversupplied… Read the article
As the novel coronavirus outbreak continues to cross the globe, and while we try to adapt and manage the risk, mitigate the economic impact and heed scientific advice, questions remain.
In this blog, we… Read the article
Impactful responses to COVID-19
Investing with the intention to generate positive societal impact alongside a financial return is still often perceived as a ‘nice to have’, or something which is really only appropriate for the ‘responsibly minded’. However, as… Read the article
In this month’s video Ritu Vohora, Investment Director, looks at the record levels of support from central banks and governments, and asks could the pandemic prompt an alteration in the capitalist model and act… Read the article
Despite the clearly tragic short-term impacts of the coronavirus, could the outbreak be an unintended agent of change? In this month’s video, Investment Director, Ritu Vohora looks at the potential silver lining amidst the fear… Read the article
Analysing the ‘energy transition’ involves confronting many paradoxes:
China is the world’s largest generator of wind power, and is home to over one third of the global installed base. Yet, it is also building as… Read the article
Is the future still electric for cars?
Watching Hollywood films from the 1980s that depicted the future, nearly all seemed to show people driving in electric cars. Here we are today in the year 2020, and sceptism still remains as to when… Read the article
Impact isn’t ESG
While responsible investment is hardly a new concept, there is a fair degree of confusion around some of the more recently introduced terminology – namely what is meant by ‘ESG’ (environmental, social and governance) and… 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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