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Yin and yang in the Year of the Ox: autos and semiconductors

4 min read
23 Feb 2021
by Vikas Pershad

This blog first appeared as an article in the Asia Times Financial (online) – Comment and Opinion, 15 February 2021

The electrification of vehicles to eliminate fuel emissions has led to a reimagining of the possibilities… Read the article

Insights Markets & economy Sector/specialist
Featured Post

Bubble trouble

6 min read
8 Feb 2021
by Jasmeet Chadha

This is the elephant in the room as investors watch some stock prices soar to ‘eye-watering’ levels. Many investors are wondering where they will be when the music stops, but they continue to play musical… Read the article

Insights Markets & economy Sector/specialist

The Climate Challenge: Race to Zero receives significant boost

5 min read
10 Dec 2020
by Randeep Somel

Randeep Somel, Fund Manager, Climate Solutions, comments on the ‘awakening’ of the US and China in the global effort to reach carbon ‘net zero’.

The goal of ‘net zero’ becomes a true global effort as… Read the article

Impact & Sustainability Insights Markets & economy

UK agriculture post Brexit: targeting sustainable farming practices

1 min read
4 Dec 2020
by Randeep Somel and Ben Constable-Maxwell

How can the UK work towards sustainable farming practices post-Brexit? Randeep Somel, Equity Fund Manager, Climate Solutions and Ben Constable-Maxwell, Head of Sustainable and Impact Investing provide some insight following the recent government announcement.

Agriculture,… Read the article

Impact & Sustainability Insights

V-shaped ‘value’ in a vaccine?

1 min read
12 Nov 2020
by Dan White

Dan White, Fund Manager, North American Value comments on how the recent positive vaccine news could provide a welcome catalyst for a more sustained Value recovery.

We have been highlighting the wide ‘Value vs. Growth’… Read the article

Insights Sector/specialist

US 2020 Election: Keep America Great or Build Back Better

4 min read
30 Sep 2020
by Randeep Somel

As the US presidential debates rumble on, voters and investors may not be too diverted. Certainly, though, who ends up in the White House come November, and the make-up of Congress, will impact market sentiment… Read the article

Insights Markets & economy

The Energy Transition Part 2: The Power Sector

7 min read
29 Sep 2020
by Phil Cliff

Click here to see related blog ‘The Energy Transition Part 1: Climate Change and Emissions’

Electricity generation (the Power Sector) is a leading contributor to global CO2 and GHG emissions. While it is part of the global… Read the article

Impact & Sustainability Insights

Convertibles: still a ‘niche’ route to growth?

4 min read
24 Sep 2020
by David Romani

At a mere 0.5%, in relative market cap terms, the global convertibles universe is dwarfed by its global equities counterpart.

Consider the ca. $440 billion market cap size of the global convertibles¹ universe in comparison… Read the article

Insights Markets & economy

The ‘3 Rs’ reset: Recovery, Resilience, Redesign

5 min read
19 Aug 2020
by Ben Constable-Maxwell

As we emerge from the immediacy of the coronavirus pandemic, the scale of the damage becomes ever more apparent. The human toll is stark, with the virus reported to have taken close to three quarters… Read the article

Impact & Sustainability Insights

Impact and Sustainability: similar but different

5 min read
31 Jul 2020
by Véronique Chapplow

While investors’ knowledge about Responsible Investing has generally improved over the past few years, the increasing diversity of thought in the market has created new layers of confusion. Overall, investors are better equipped to grasp… Read the article

Impact & Sustainability Insights
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Investment professionals only: Please note the content on this website is for Investment Professionals only and should be shared responsibly. No other persons should rely on the information contained within this website. This blog provides commentary and views prepared by M&G's Equities team. Information shown on the blog should not be taken as advice or a recommendation to make an investment decision.
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Please note the content on this website is for Investment Professionals only and should be shared responsibly. No other persons should rely on the information contained within this website.

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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.

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