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
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… Read the article
The evolution of geopolitical risks
Geopolitical risks appear to be a recurring theme impacting global markets and can have a significant influence on the short and medium term direction of asset prices. ‘Political risk’ and ‘geopolitical risk’ are terms often… Read the article
The last week of June saw the conclusion of an eight month boardroom battle at LIXIL, one of Japan’s largest building material and equipment businesses. The outcome – the return of ousted former… Read the article
The changing face of investing: a brief history
The investment industry has gone through a myriad of changes since the turn of the 20th century, fuelled by innovation, technology, regulatory changes and evolving investor preferences.… Read the article
- Following two years of debate against Tech giants, Mark Zuckerberg wrote an article asking for regulation
- Digital platforms had distanced themselves from content editing to ensure immunity granted by a law from 1990s. That law is… Read the article
Earlier this year, data from the UK’s Continuous Mortality Investigation Mortality Projections Committee showed that life expectancy improvements have slowed dramatically. Initially thought to be a blip in the data, there is increasing evidence, both… Read the article
Last October, my colleague Tom Dobell wrote about the absurdity of how companies are forced to treat their long-term pension liabilities.
After another couple of reporting periods characterised by falling discount… Read the article
Scary stats abound around the ageing population and many column inches have been dedicated to the burden this will place on the health service and the pension system. But older workers could prove to be… Read the article
Stock exchanges have been at the forefront in the news recently not least following the recent failure of the proposed merger between the London Stock Exchange and Germany’s Deutsche Bourse. As in other… 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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