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Mind the Gap

6 min read
7 Sep 2020
by Kirsty Clark

In this month’s video and blog Investment Specialist, Kirsty Clark comments on the Fed’s move to ‘average inflation targeting’ and how government and central bank liquidity has been ‘bridging the economic activity and earnings gap’,… Read the article

Markets & economy Monthly perspectives
Featured Post

The Shape of U?

8 min read
1 May 2020
by Kirsty Clark

As governments, corporates and individuals struggle to come to terms with the ramifications of the coronavirus pandemic, the International Monetary Fund (IMF) has issued a stark warning that the ‘Great Lockdown’ will result in the… Read the article

Insights Markets & economy

Earnings are in: how have companies been faring?

5 min read
7 Nov 2019
by Kirsty Clark

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have… Read the article

Markets & economy Monthly perspectives

Share buybacks: the good, the bad or the ugly?

5 min read
8 Apr 2019
Ritu Vohora
by Ritu Vohora

In this month’s video, Investment Director, Ritu Vohora looks at the recent ‘buyback wave’ fuelled by corporate tax cuts. Do share buybacks only benefit company executives or do they also create long-term value for shareholders?

… Read the article

Markets & economy Monthly perspectives

Earnings season – ‘some welcome surprises?’

5 min read
7 Mar 2019
Ritu Vohora
by Ritu Vohora

In this month’s video Investment Director Ritu Vohora, offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprising positively, particularly in the US. The… Read the article

Markets & economy Monthly perspectives

Red October – Halloween spooks markets

5 min read
6 Nov 2018
Ritu Vohora
by Ritu Vohora

In this month’s video, Investment Director, Ritu Vohora looks at October’s frightful market sell-off and the return of bearish sentiment. Is this a healthy shake-out or the start of a more prolonged downturn?

Spooky October lived… Read the article

Markets & economy Monthly perspectives

Mind the Gap – US vs ROW

5 min read
4 Oct 2018
Ritu Vohora
by Ritu Vohora

In this month’s video, Investment Director, Ritu Vohora looks at the sharp divergence in equity markets. Are we at an inflection point?

Global equity markets sit at an important juncture. They have diverged sharply this… Watch the video

Markets & economy Monthly perspectives

Are the FAANGs losing their bite?

5 min read
6 Aug 2018
Ritu Vohora
by Ritu Vohora

Earnings disappointments from the likes of Facebook has sparked concerns whether the stupendous growth of tech stocks can continue.  After a decade wins, are the FAANGs losing their bite? In this month’s update, Ritu Vohora, Investment Director… Watch the video

Markets & economy Monthly perspectives

Earnings season – “as good as it gets”?

5 min read
4 May 2018
Ritu Vohora
by Ritu Vohora

In this month’s update Ritu Vohora, Investment Director, reflects on the Q1 earnings season. It’s been exceptional so far, at least compared to expectations. Are we at ‘peak… Watch the video

Markets & economy Monthly perspectives

US tax reform – unleashing of ‘animal spirits’?

5 min read
7 Feb 2018
Ritu Vohora
by Ritu Vohora

In this month’s update Ritu Vohora, Investment Director, looks at the implications for US tax reform on equities.  How much is priced in already and will the new fiscal stimulus provide a boost to US… Watch the video

Markets & economy Monthly perspectives
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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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