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
Responsible investment by the bay
Taking place in a different location each year, the PRI in Person conference brings together signatories of the United Nations Principles for Responsible Investment (PRI) and other investment professionals to… Read the article
Last month (June 2018), the Japanese Financial Services Agency rolled out the first revision to its Corporate Governance Code. The improvement in corporate governance in Japan has played a big part in the Abenomics Japanese… Read the article
US withdrawal from Paris Accord puts technology at the forefront of the climate challenge
As expected, and as promised during his campaign, US president Donald Trump yesterday announced that the US will withdraw from the Paris Climate Accord, the 2015 agreement setting greenhouse gas (GHG) emission reduction targets for… Read the article
For centuries, the parable of “The Blind Men and the Elephant”* has been used to illustrate how overemphasising a specific part of a complex situation can lead to the wrong conclusion, even if… Read the article
Fund managers naturally consider a range of environmental, social and governance (ESG) issues in their investment decisions – much like they have always taken non-financial factors such as corporate culture, geopolitics and regulation into account… 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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