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US 2020 Election: Keep America Great or Build Back Better

4 min read
30 Sep 2020
by Randeep Somel

As the US presidential debates rumble on, voters and investors may not be too diverted. Certainly, though, who ends up in the White House come November, and the make-up of Congress, will impact market sentiment… Read the article

Insights Markets & economy
Featured Post

US vs. China: A cold war for the coming decades

9 min read
21 May 2020
by Jasmeet Chadha

China is undeniably a dominant force today. It is the second largest economy in the world and continues to grow rapidly. With a couple of points faster growth, Chinese GDP will overtake the US within… Read the article

Insights Sector/specialist

‘Will you still need me, will you still feed me When I’m sixty-four?’

5 min read
29 Jun 2017
by Henrietta Walker

Scary stats abound around the ageing population and many column inches have been dedicated to the burden this will place on the health service and the pension system. But older workers could prove to be… Read the article

Insights

Don’t panic! But maybe keep your tin hat close by

5 min read
9 Jun 2017
Ritu Vohora
by Ritu Vohora

Are political surprises and uncertainty now the new normal? It could appear that way after yesterday’s general election resulted in a hung parliament after the ‘dead cert’ Conservative majority predicted just seven weeks ago.  The… Read the article

Markets & economy

The PM index: which prime minister has been best for shares?

5 min read
31 May 2017
by Guest Author Ana Cuddeford

As the General Election approaches, politicians on all sides will no doubt claim to be the best custodians of the UK economy. Brexit might be front of mind for many voters, but economic competence has… Read the article

Markets & economy

Moon landing could be a giant leap for shareholders in South Korea

5 min read
24 May 2017
by Matthew Vaight

The election of Moon Jae-in as Korea’s new president is, we think, good news for shareholders in Korean companies, as we expect President Moon to drive further improvements in corporate governance… Read the article

Markets & economy

Vote for Macron paves way for renewed investment in European equities

5 min read
24 Apr 2017
by Siobhan Pandya

Markets have reacted positively to Emmanuel Macron and Marine Le Pen going forward to the second round of the French presidential election on 7 May. Polls on the second round now show establishment figure, Macron,… 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 Election: Initial thoughts from the equities floor

5 min read
9 Nov 2016
Ritu Vohora
by Ritu Vohora

With Republican candidate Donald Trump winning the race to the White House, populist sentiment and anti-establishment feelings are making their presence felt at the ballot box.

Investment Director, Ritu Vohora provides an update on the… Watch the video

Other

Brexit – the biggest spin-off of all time?

5 min read
19 Oct 2016
by Richard Halle

The thought of a ‘Brexit’ conjures up images of a drawn out, messy divorce for most – a painful process, with a net negative result. However, I believe that there are reasons to be hopeful.… 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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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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