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
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
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
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
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
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
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
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
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
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
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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.OK