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COVID-19: Jewel in the Crown?

10 min read
13 Mar 2020
by Kirsty Clark

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

Insights Markets & economy Sector/specialist
Featured Post

Is the US bull market long in the tooth?

5 min read
20 Mar 2019
Ritu Vohora
by Ritu Vohora

This March marks the 10-year anniversary of the longest bull market in history that has been ploughing on in the US since early March 2009. The S&P 500 Index has delivered a staggering 400% in… Read the article

Markets & economy

Cents and Sensibility – implications of Trump presidency for the healthcare sector

5 min read
10 Nov 2016
by Martin Wales

Don’t let the initial market enthusiasm to Trump’s victory in the US Presidential election detract from the longer-term themes investors in the healthcare sector need to consider and the limited visibility we have over how… Read the article

Other

(US drug) price and president

13 Oct 2016
by Martin Wales

As the presidential race enters the final lap, rhetoric around political drug pricing remains high and the pharmaceutical and biotech sectors are lagging the broader market year-to-date. However, in my opinion, US political drug pricing… Read the article

Other

Is the healthcare sector really cheaper than consumer staples?

5 min read
14 Jul 2016
by Martin Wales

Superficially, the healthcare sector in Europe looks attractively valued relative to consumer staples, but on a cashflow basis the relative valuation argument disappears. This may reflect more aggressive earnings adjustments in European healthcare.

In the… Read the article

Other

Four drivers of UK healthcare sector outperformance since Brexit

5 min read
1 Jul 2016
by Martin Wales

Whilst there are few direct implications for UK pharmaceuticals and healthcare companies of the UK leaving the European Union, there are some indirect benefits that have triggered sector outperformance in the past week relative to… Read the article

Other

Takeaways from US Healthcare Conference: key focus – drug pricing in the US

5 min read
27 Jan 2016
by Martin Wales

I was recently in San Francisco attending the biggest US healthcare investor conference and there’s little doubt that the level of innovation in the pharma and biotech industries remains very high. Many new therapies are… Read the article

Other

Winners and losers from Obama’s healthcare revolution

15 Jan 2016
by Martin Wales

Obamacare is revolutionising healthcare in the United States – the single most important market for healthcare companies in the world. This has profound implications for the outlook for these companies and as a consequence how… Read the article

Other

Talk is cheap – politician’s pledges and the market reaction

28 Sep 2015
by Equities Forum

“Price gouging like this in the specialty drug market is outrageous. Tomorrow I’ll lay out a plan to take it on”. @HillaryClinton, Twitter, 21 September 2015

“Every politician has a promising career. Unfortunately, most of… Read the article

Other
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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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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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