In this month’s video Ritu Vohora, Investment Director, looks at oil’s tumultuous ride in the wake of the COVID-19 pandemic, which has prompted the most profound impact on energy demand in 70 years alongside oversupplied… Read the article
The Shape of U?
As governments, corporates and individuals struggle to come to terms with the ramifications of the coronavirus pandemic, the International Monetary Fund (IMF) has issued a stark warning that the ‘Great Lockdown’ will result in the… Read the article
Caught between its safe-haven status and a broad sell-off in all asset classes, gold has been exceptionally volatile since mid-February. After reaching its highest level since late 2012 in early March, it fell alongside risk… Read the article
Impactful responses to COVID-19
Investing with the intention to generate positive societal impact alongside a financial return is still often perceived as a ‘nice to have’, or something which is really only appropriate for the ‘responsibly minded’. However, as… Read the article
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
Amidst what has felt at times like an indiscriminate global sell off, the holders of UK PLCs have been bombarded with wide-ranging dividend cuts from across the sectoral spectrum. What the UK banks would do,… Read the article
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
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
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
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.
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.
OK