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
Impactful responses to COVID-19
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
Amidst what has felt at times like an indiscriminate global sell off, the holders of UK PLCs have been bombarded with wide-ranging dividend cuts from across the sectoral spectrum. What the UK banks would do,… Read the article
The Chinese market has held up remarkably well since this crisis began. In fact, it’s one of the best performing equity markets globally, which is perhaps surprising given that the virus originated there and,… 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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