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Sustainability – a silver lining amidst the fear?

6 min read
5 Mar 2020
Ritu Vohora
by Ritu Vohora

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

Impact & Sustainability Markets & economy Monthly perspectives
Featured Post

The race is on: US Presidential election 2020

5 min read
6 Feb 2020
Ritu Vohora
by Ritu Vohora

As we look ahead to 2020, the US Presidential election is now seen as the most significant tail risk for markets. In this month’s video, Investment Director, Ritu Vohora looks at what the wide range… Read the article

Markets & economy Monthly perspectives

Trading places: battle of the superpowers

5 min read
9 Jan 2020
by Kirsty Clark

Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the ‘Phase one’ US-China trade agreement and… Read the article

Markets & economy Monthly perspectives

2020 outlook – hidden in plain sight

5 min read
6 Dec 2019
Ritu Vohora
by Ritu Vohora

Equity markets have remained relatively resilient year-to-date, despite investors facing multiple headwinds. In this month’s video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also… Read the article

Markets & economy Monthly perspectives

Earnings are in: how have companies been faring?

5 min read
7 Nov 2019
by Kirsty Clark

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have… Read the article

Markets & economy Monthly perspectives

Central banks turn on the taps

5 min read
7 Oct 2019
by Kirsty Clark

Central banks globally have turned on the taps, keeping a lid on interest rates and bond yields. In this month’s video, Investment Specialist, Kirsty Clark discusses the recent round of QE from central banks as… Watch the video

Markets & economy Monthly perspectives

Falling yields – has gold got its shine back?

5 min read
5 Sep 2019
Ritu Vohora
by Ritu Vohora

Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this month’s video, Investment Director, Ritu Vohora looks at the driving forces behind investors’ renewed… Read the article

Markets & economy Monthly perspectives

Currency wars: tweetstorm in a cup?

5 min read
6 Aug 2019
Ritu Vohora
by Ritu Vohora

The Fed delivered its much anticipated interest rate cut at the end of July. In this month’s video, Investment Director, Ritu Vohora looks at the implications for the US dollar. Could the US Treasury resort… Read the article

Markets & economy Monthly perspectives

Bonds vs Equities: who’s right?

5 min read
4 Jul 2019
Ritu Vohora
by Ritu Vohora

While bonds appear to be signalling an economic slowdown, equities are suggesting growth will continue. In this month’s video Investment Director, Ritu Vohora looks at the conundrum facing investors, with mixed messages emanating from bond… Read the article

Markets & economy Monthly perspectives

All eyes on trade

5 min read
6 Jun 2019
Ritu Vohora
by Ritu Vohora

In this month’s video, Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slowdown.

‘Sell in May… Read the article

Markets & economy Monthly perspectives
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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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