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Yin and yang in the Year of the Ox: autos and semiconductors

4 min read
23 Feb 2021
by Vikas Pershad

This blog first appeared as an article in the Asia Times Financial (online) – Comment and Opinion, 15 February 2021

The electrification of vehicles to eliminate fuel emissions has led to a reimagining of the possibilities… Read the article

Insights Markets & economy Sector/specialist
Featured Post

Bubble trouble

6 min read
8 Feb 2021
by Jasmeet Chadha

This is the elephant in the room as investors watch some stock prices soar to ‘eye-watering’ levels. Many investors are wondering where they will be when the music stops, but they continue to play musical… Read the article

Insights Markets & economy Sector/specialist

V-shaped ‘value’ in a vaccine?

1 min read
12 Nov 2020
by Dan White

Dan White, Fund Manager, North American Value comments on how the recent positive vaccine news could provide a welcome catalyst for a more sustained Value recovery.

We have been highlighting the wide ‘Value vs. Growth’… Read the article

Insights Sector/specialist

Airlines: the ‘bubble’ an investor actually wants

4 min read
17 Jun 2020
by Nicholas Cunningham

2020 has been a difficult year for the global airline industry in the wake of the COVID-19 outbreak. The MSCI World Airlines USD Index is down 47.4% year-to-date versus -2.3% for the MSCI World Index… Read the article

Insights Markets & economy Sector/specialist

The Climate Challenge: taking the temperature

8 min read
12 Jun 2020
by Randeep Somel

In what has been a very volatile start to the decade in humanitarian, economic and political terms, let’s take a look at the long-term challenge of climate change to understand how it is progressing and… Read the article

Impact & Sustainability Insights Markets & economy Sector/specialist

Japanese equities: small companies, big opportunities

2 min read
11 Jun 2020
by Carl Vine

Japanese small caps have been one of the best performing equity classes in the world over both a 10 and a 20-year time horizon. In local currency terms, Japanese small caps have matched the S&P500… Read the article

Impact & Sustainability Insights Markets & economy Sector/specialist

US vs. China: A cold war for the coming decades

9 min read
21 May 2020
by Jasmeet Chadha

China is undeniably a dominant force today. It is the second largest economy in the world and continues to grow rapidly. With a couple of points faster growth, Chinese GDP will overtake the US within… Read the article

Insights Sector/specialist

Commercial Aerospace and Defence: are dislocations leading to mis-priced opportunities?

6 min read
19 May 2020
by Tim Alexander

Airlines face an uphill battle

The demand shock on the back of the COVID-19 pandemic has seen the Services sector hit particularly hard in this downturn, not least the Commercial Aerospace industry. It’s difficult to… Read the article

Insights Sector/specialist

COVID-19: The inextricable link between human, animal and ecosystem health

15 min read
28 Apr 2020
by Anita McBain

As the novel coronavirus outbreak continues to cross the globe, and while we try to adapt and manage the risk, mitigate the economic impact and heed scientific advice, questions remain.

In this blog, we… Read the article

Impact & Sustainability Insights Sector/specialist

Impactful responses to COVID-19

6 min read
15 Apr 2020
by Véronique Chapplow

Investing with the intention to generate positive societal impact alongside a financial return is still often perceived as a ‘nice to have’, or something which is really only appropriate for the ‘responsibly minded’. However, as… Read the article

Impact & Sustainability Insights Markets & economy Sector/specialist
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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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