As we move into the 2020’s, it’s worth delving once more into the relationship between the performance of Emerging Market (EM) equities and their economies. There persists a view that investors buy or sell EM… Read the article
Consumer ingredients – hungry for more?
21 year old Kylie Jenner is the world’s youngest self-made billionaire. The company she started over three years ago, selling $29 lipstick kits, recorded $420m sales in its first 18 months. For context, Tom Ford… Read the article
Deteriorating sentiment hits US health insurers
Shares in US managed care companies have taken a beating recently with concerns over potential US healthcare reforms weighing on sentiment. While the S&P 500 Index has recovered from… Read the article
- Following two years of debate against Tech giants, Mark Zuckerberg wrote an article asking for regulation
- Digital platforms had distanced themselves from content editing to ensure immunity granted by a law from 1990s. That law is… Read the article
It’s no surprise that in an ever evolving and complex world where people are constantly overloaded with new information, our natural human tendency is to search for simplicity. We’ve seen this evolve in the investment… Read the article
Ch-ch-changes: sector shake up!
Come September, the biggest change to the sector structure in the Global Industry Classification Standard (GICS) history will take place, with more than 8% of the S&P 500 index market cap being re-classified into the… Read the article
Are today’s technology titans exploiting their market position without any attention to broader stakeholder welfare? Essentially, this is the implicit question being discussed in most media today.
Given the recent news flow, it certainly feels… Read the article
Stories in the media about fake news, Russian trolls, secretive organisations like Cambridge Analytica improperly using personal data to influence political elections – it all sounds like something out of an episode of House of… Read the article
Today (March 22nd) is World Water Day which aims to focus attention on the importance of water not only in our daily lives, but also for the sustainable development of the global economy.… Read the article
When I sat down to write my review of 2016 I had to admit that it had been a tough year for smaller company fund managers as the sector’s median fund had underperformed the Numis… Read the article
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OKWelcome 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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