
Bonds vs Equities: who’s right?
While bonds appear to be signalling an economic slowdown, equities are suggesting growth will continue. In this month’s video Investment Director, Ritu Vohora looks at the conundrum facing investors, with mixed messages emanating from bond… Read the article

The last week of June saw the conclusion of an eight month boardroom battle at LIXIL, one of Japan’s largest building material and equipment businesses. The outcome – the return of ousted former… Read the article

The changing face of investing: a brief history
The investment industry has gone through a myriad of changes since the turn of the 20th century, fuelled by innovation, technology, regulatory changes and evolving investor preferences.… Read the article

A new era for Japanese equities?
As the Heisei era comes to an end, the era of Reiwa will soon start in an unusual fashion. Japan will be steeped in a mood of jubilation for its new emperor, rather than mourning… Read the article

Impact isn’t ESG
While responsible investment is hardly a new concept, there is a fair degree of confusion around some of the more recently introduced terminology – namely what is meant by ‘ESG’ (environmental, social and governance) 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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