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The value enigma – false dawn or resurgence?

20 Sep 2017
Ritu Vohora
by Ritu Vohora

This year has not quite followed the script: investors were expecting improving economic growth and rising inflation to be accompanied by steeper yield curves, with the more defensive/quality stocks and so-called ‘bond proxies’ coming under… Read the article

Other
Featured Post

Early Christmas present from OPEC for the oil & gas sector

1 Dec 2016
by Joe McGann

Yesterday’s announcement by OPEC (The Organisation of Petroleum Exporting Countries) on cutting oil supply marks a significant change in strategy and effectively provides a back-stop for the oil & gas industry. Read the article

Other

Has the Great Rotation finally arrived?

30 Nov 2016
by Siobhan Pandya

After a number of false starts, could it be that the much heralded ‘great rotation’ from bonds to equities has finally arrived? Trump’s victory in the US presidential election has accelerated a trend that began… Read the article

Other

. . .For a few Blockchains more

23 Nov 2016
by Jasmeet Chadha

In yesterday’s blog, I discussed that while the Bitcoin currency system may not see widespread adoption, it gave us a unique piece of technology that would – Blockchain. At its heart,… Read the article

Other

A fistful of bitcoins . . .

5 min read
22 Nov 2016
by Jasmeet Chadha

There’s been a lot of attention on bitcoins and blockchains recently, in particular the latter which is being heralded as a major disrupter in financial services. In a two part series this week, I will… Read the article

Other

Thoughts ahead of the OPEC meeting

5 min read
17 Nov 2016
by Joe McGann

As OPEC (Organisation of Petroleum Exporting Countries) meets on 30 November to decide on production cuts, much uncertainty remains regarding OPEC’s collective appetite to reduce production, how the reduction will be apportioned and the likely… Read the article

Other

Cities of the future – to be compact, connected, co-ordinated

16 Nov 2016
by Rupert Krefting

Urban sprawl chokes cities. That was a key takeaway for me from a responsible investment conference I attended  earlier this year. If we want to help reduce carbon emissions we need the cities we build… Read the article

Other

Cents and Sensibility – implications of Trump presidency for the healthcare sector

5 min read
10 Nov 2016
by Martin Wales

Don’t let the initial market enthusiasm to Trump’s victory in the US Presidential election detract from the longer-term themes investors in the healthcare sector need to consider and the limited visibility we have over how… Read the article

Other

US Election: Initial thoughts from the equities floor

5 min read
9 Nov 2016
Ritu Vohora
by Ritu Vohora

With Republican candidate Donald Trump winning the race to the White House, populist sentiment and anti-establishment feelings are making their presence felt at the ballot box.

Investment Director, Ritu Vohora provides an update on the… Watch the video

Other

Price is what you pay, value is what you get . . .

5 min read
28 Oct 2016
by Jean-Paul Jaegers

Guest contributor – Jean-Paul Jaegers, CFA, CQF (Senior Investment Strategist, Prudential Portfolio Management Group)

… however, what is often less debated is the impact that time can have on these variables.

This is relevant as… Read the article

Other
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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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