In this month’s video and blog Investment Specialist, Kirsty Clark reflects on a year in which fortunes defied expectations. Will 2021 hold more of the same?
Despite an acute rise in COVID-19 infections in December,… Read the article
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
In this month’s video and blog Investment Specialist, Kirsty Clark comments on the recent Value rebound and cyclicals rally, and the prospects for these year-to-date laggards as we head into the new year.
In November,… Read the article
In this month’s video and blog Investment Specialist, Kirsty Clark comments on the recent spike in market volatility driven by US political uncertainty and a rapid rise in COVID-19 cases across Europe; and highlights what… Read the article
In this month’s video and blog Investment Specialist, Kirsty Clark comments on the rising number of COVID-19 cases across Europe, and the economic toll of authorities’ responses to the pandemic. In lieu of a readily-available… Read the article
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
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
In this month’s video and blog Investment Specialist, Kirsty Clark comments on the Fed’s move to ‘average inflation targeting’ and how government and central bank liquidity has been ‘bridging the economic activity and earnings gap’,… Read the article
In this month’s video and blog Investment Specialist, Kirsty Clark comments on the hidden costs of complex global supply chains, increasing awareness of the social and environmental costs, and growing calls for greater transparency.… Read the article
EU leaders have agreed in principle on a €750 billion recovery fund, ‘Next Generation EU,’ aimed at helping the EU economy out of the COVID-induced recession.
The European Green Deal as the EU’s recovery… Read the article
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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.OK