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2020: A matter of perspective

4 min read
13 Jan 2021
by Kirsty Clark

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

Markets & economy Monthly perspectives
Featured Post

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

Value: a more sustained bounce back?

3 min read
8 Dec 2020
by Kirsty Clark

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

Markets & economy Monthly perspectives

Politics, pundits and pandemics

4 min read
3 Nov 2020
by Kirsty Clark

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

Markets & economy Monthly perspectives

A delicate balancing act

4 min read
7 Oct 2020
by Kirsty Clark

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

Markets & economy Monthly perspectives

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

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

Mind the Gap

6 min read
7 Sep 2020
by Kirsty Clark

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

Markets & economy Monthly perspectives

Supply chains: only as strong as the weakest link

6 min read
7 Aug 2020
by Kirsty Clark

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

Impact & Sustainability Markets & economy Monthly perspectives

The EU goes green: who wins?

3 min read
23 Jul 2020
by Randeep Somel

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

Impact & Sustainability 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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