The Chinese market has held up remarkably well since this crisis began. In fact, it’s one of the best performing equity markets globally, which is perhaps surprising given that the virus originated there and,… Read the article
COVID-19: Jewel in the Crown?
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
Market impact
The coronavirus outbreak has replaced trade wars as the dark storm bearing on markets, sending jitters across global financial markets amid fears of a hit to the global economy.
Despite some… Read the article
As we move into the 2020’s, it’s worth delving once more into the relationship between the performance of Emerging Market (EM) equities and their economies. There persists a view that investors buy or sell EM… 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
Victory, actually?
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
Something has to give in the oil market
As investors move on from concerns around oil supply constraints following the recent Saudi oil attacks, oil market commentators are forecasting a large supply-demand imbalance in the other direction in 2020 with supply growth from… Read the article
How resilient is the world’s oil production?
On 14 September 2019, Saudi Arabia suffered a drone attack targeting the Abqaiq crude oil processing facility and the nearby Khurais oil field. Described as ‘the heart of Saudi production’, Abqaiq processes c.7 million barrels… Read the article
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
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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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