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Hidden figures: accounting for accountability

3 min read
22 Jul 2020
by Kirsty Clark

With the growing interest in Sustainable investing, many funds and indices are increasingly relying on ESG ratings to indicate the extent of a company’s adherence to, or engagement with, ESG concerns.

However, recent allegations of… Read the article

Impact & Sustainability Insights Markets & economy
Featured Post

Fuelled by FOMO: the rally in Chinese equities

9 min read
21 Jul 2020
by Rob Secker

Chinese equities have been the standout asset so far this year. One of the rare areas where investors have made a positive return. This may seem odd given the fact that COVID-19 originated from China.… Read the article

Insights Markets & economy

The Energy Transition Part 1: Climate Change and Emissions

13 min read
29 Jun 2020
by Phil Cliff

As the consequences of climate change become increasingly visible, so too does the debate around how best to tackle the threat. The scientific data points to the need for urgent action, yet a concerted response… Read the article

Impact & Sustainability Insights

2020s – the decade of the ‘cheap asset’

10 min read
23 Jun 2020
by Richard Halle

Shifting market drivers through the decades

Markets often experience prolonged periods in which a key driver is dominant. In the context of history, the handover from one driver to another is often conveniently located around… Read the article

Insights Markets & economy

Airlines: the ‘bubble’ an investor actually wants

4 min read
17 Jun 2020
by Nicholas Cunningham

2020 has been a difficult year for the global airline industry in the wake of the COVID-19 outbreak. The MSCI World Airlines USD Index is down 47.4% year-to-date versus -2.3% for the MSCI World Index… Read the article

Insights Markets & economy Sector/specialist

The Climate Challenge: taking the temperature

8 min read
12 Jun 2020
by Randeep Somel

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

Impact & Sustainability Insights Markets & economy Sector/specialist

Japanese equities: small companies, big opportunities

2 min read
11 Jun 2020
by Carl Vine

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

Impact & Sustainability Insights Markets & economy Sector/specialist

US vs. China: A cold war for the coming decades

9 min read
21 May 2020
by Jasmeet Chadha

China is undeniably a dominant force today. It is the second largest economy in the world and continues to grow rapidly. With a couple of points faster growth, Chinese GDP will overtake the US within… Read the article

Insights Sector/specialist

Commercial Aerospace and Defence: are dislocations leading to mis-priced opportunities?

6 min read
19 May 2020
by Tim Alexander

Airlines face an uphill battle

The demand shock on the back of the COVID-19 pandemic has seen the Services sector hit particularly hard in this downturn, not least the Commercial Aerospace industry. It’s difficult to… Read the article

Insights Sector/specialist

US Election 2020: Is it still the economy, stupid?

5 min read
12 May 2020
by Randeep Somel

James Carville was candidate Bill Clinton’s chief strategist for the 1992 election. When asked to emphasise the single most important issue to voters, Carville responded: “It’s the economy, stupid!” Incumbent President George W.H. Bush at that time… Read the article

Insights Markets & economy
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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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