Are political surprises and uncertainty now the new normal? It could appear that way after yesterday’s general election resulted in a hung parliament after the ‘dead cert’ Conservative majority predicted just seven weeks ago. The Conservatives have emerged as the largest party and are seeking to form a minority government… Read the article
As the General Election approaches, politicians on all sides will no doubt claim to be the best custodians of the UK economy. Brexit might be front of mind for many voters, but economic competence has always been a key vote winner – and loser. So for investors, what can history… Read the article
The election of Moon Jae-in as Korea’s new president is, we think, good news for shareholders in Korean companies, as we expect President Moon to drive further improvements in corporate governance standards leading to better returns for shareholders and ultimately higher share prices.
For… Read the article
Markets have reacted positively to Emmanuel Macron and Marine Le Pen going forward to the second round of the French presidential election on 7 May. Polls on the second round now show establishment figure, Macron, ahead of Le Pen by more than 10 percentage points. There’s an overwhelming likelihood of… Read the article
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 the Republicans will approach US healthcare policy.
The reaction in healthcare to the outcome of… Read the article
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 market’s reaction to the US election… Watch the video
The thought of a ‘Brexit’ conjures up images of a drawn out, messy divorce for most – a painful process, with a net negative result. However, I believe that there are reasons to be hopeful. I think a positive analogy can be drawn between the spin-off of a company from… Read the article
As the presidential race enters the final lap, rhetoric around political drug pricing remains high and the pharmaceutical and biotech sectors are lagging the broader market year-to-date. However, in my opinion, US political drug pricing fears are overstated and investors should be more concerned about commercial drug price and market… Read the article
I was recently in San Francisco attending the biggest US healthcare investor conference and there’s little doubt that the level of innovation in the pharma and biotech industries remains very high. Many new therapies are coming to market with more genuinely novel drugs in 2015 than at any time in… Read the article
Obamacare is revolutionising healthcare in the United States – the single most important market for healthcare companies in the world. This has profound implications for the outlook for these companies and as a consequence how to identify the best investment opportunities in the sector.
Half of total global healthcare spending… Read the article
With Bank of England governor Mark Carney’s recent speech on fossil fuels and December’s UN climate change conference looming on the horizon, it’s not surprising the whole ‘stranded assets’ argument is gathering momentum. Warnings abound that investors and governments will face potentially huge losses if tougher action on climate change… Read the article
“Price gouging like this in the specialty drug market is outrageous. Tomorrow I’ll lay out a plan to take it on”. @HillaryClinton, Twitter, 21 September 2015
“Every politician has a promising career. Unfortunately, most of them do not keep those promises”. Jarod Kintz, This Book is Not FOR SALE, 2011.… Read the article
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.OK
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