In this month’s video Ritu Vohora, Investment Director, looks at oil’s tumultuous ride in the wake of the COVID-19 pandemic, which has prompted the most profound impact on energy demand in 70 years alongside oversupplied… Read the article
Analysing the ‘energy transition’ involves confronting many paradoxes:
China is the world’s largest generator of wind power, and is home to over one third of the global installed base. Yet, it is also building as… Read the article
Yesterday’s announcement by OPEC (The Organisation of Petroleum Exporting Countries) on cutting oil supply marks a significant change in strategy and effectively provides a back-stop for the oil & gas industry. Read the article
Thoughts ahead of the OPEC meeting
As OPEC (Organisation of Petroleum Exporting Countries) meets on 30 November to decide on production cuts, much uncertainty remains regarding OPEC’s collective appetite to reduce production, how the reduction will be apportioned and the likely… Read the article
There’s life in the old fossil (fuels) yet
With Bank of England governor Mark Carney’s recent speech on fossil fuels and December’s UN climate change conference looming on the horizon, it’s not surprising the whole ‘stranded assets’ argument is gathering momentum. Warnings abound… 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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