In this month’s video and blog Investment Specialist, Kirsty Clark reflects on a year in which fortunes defied expectations. Will 2021 hold more of the same?
Despite an acute rise in COVID-19 infections in December,… Read the article
In this month’s video and blog Investment Specialist, Kirsty Clark comments on the recent Value rebound and cyclicals rally, and the prospects for these year-to-date laggards as we head into the new year.
In November,… Read the article
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
In this month’s video and blog Investment Specialist, Kirsty Clark comments on the recent spike in market volatility driven by US political uncertainty and a rapid rise in COVID-19 cases across Europe; and highlights what… Read the article
In this month’s video and blog Investment Specialist, Kirsty Clark comments on the rising number of COVID-19 cases across Europe, and the economic toll of authorities’ responses to the pandemic. In lieu of a readily-available… Read the article
At a mere 0.5%, in relative market cap terms, the global convertibles universe is dwarfed by its global equities counterpart.
Consider the ca. $440 billion market cap size of the global convertibles¹ universe in comparison… Read the article
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
Shifting market drivers through the decades
Markets often experience prolonged periods in which a key driver is dominant. In the context of history, the handover from one driver to another is often conveniently located around… 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
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
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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.OK