
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

China: the virus, the economy, the markets
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

COVID-19: Jewel in the Crown?
In a few short months – a term, hitherto only commonplace in the scientific community, has become firmly entrenched in our collective dialogue. The rapid spread of information (and misinformation) related to the coronavirus, so… Read the article

Taking stock: the issue for Emerging Markets
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

Stock market shrinkage
Like parliamentary majorities and Christmas Toblerones, the stock market is slowly shrinking.
As has been widely commented on, de-equitisation – the substitution of equity for debt – has been accelerating in recent years, largely… Read the article

Something has to give in the oil market
As investors move on from concerns around oil supply constraints following the recent Saudi oil attacks, oil market commentators are forecasting a large supply-demand imbalance in the other direction in 2020 with supply growth from… Read the article

How resilient is the world’s oil production?
On 14 September 2019, Saudi Arabia suffered a drone attack targeting the Abqaiq crude oil processing facility and the nearby Khurais oil field. Described as ‘the heart of Saudi production’, Abqaiq processes c.7 million barrels… 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

Spotlight on US healthcare
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

Why does Zuckerberg want regulation?
- 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
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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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