A delicate balancing act
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
Mind the Gap
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
The EU goes green: who wins?
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
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
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
A green light on ‘building back better’
In this month’s video Kirsty Clark, Investment Specialist, comments on the growing focus on Sustainability and ESG issues in the wake of COVID-19, and how authorities, companies and investors have been responding.
In June, equity… Read the article
2020s – the decade of the ‘cheap asset’
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
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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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