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Equities Market Perspective: The diverse world of UK small caps

5 min read
6 Oct 2017
by Siobhan Pandya

In this month’s update Siobhan Pandya, Head of Equity Markets Content reviews recent trends in UK small… Read the article

Markets & economy Monthly perspectives
Featured Post

Equities Market Perspective: Time to look at opportunities in Japanese equities?

5 min read
6 Sep 2017
Ritu Vohora
by Ritu Vohora
In this month’s update Ritu Vohora, Investment Director looks at why the case for Japan is the strongest it has been in many years.
Markets & economy Monthly perspectives

Equities Market Perspective: Cyclicals take firm grip on leadership of equities rally

5 min read
4 Aug 2017
Ritu Vohora
by Ritu Vohora

In this month’s update Ritu Vohora, Investment Director looks at what is driving the momentum in… Watch the video

Markets & economy Monthly perspectives

Equities Market Perspective: Shifting sands? Central bankers turn more hawkish

5 min read
6 Jul 2017
Ritu Vohora
by Ritu Vohora

Is the era of cheap money coming to an end? In this month’s update Ritu Vohora, Investment Director, reviews central banks increasingly hawkish… Watch the video

Markets & economy Monthly perspectives

Equities Market Perspective: Somewhere over the rainbow – global earnings recovery

5 min read
6 Jun 2017
Ritu Vohora
by Ritu Vohora

Global Q1 2017 earnings delivery was the best quarter in over six years. In this month’s update Ritu Vohora, Investment Director, reviews the earnings outlook for the rest of the… Read the article

Markets & economy Monthly perspectives

Market Perspective: M&A mania – after a strong run, can it continue?

5 min read
5 May 2017
Ritu Vohora
by Ritu Vohora

M&A activity has begun 2017 on a positive note after falling in 2016. In this month’s update Ritu Vohora, Investment Director, considers whether the current level of activity is… Read the article

Markets & economy Monthly perspectives

Equities Market Perspective: As Brexit is triggered, what is the market pricing in?

5 min read
6 Apr 2017
Ritu Vohora
by Ritu Vohora

Politics is important, but no-one knows what the outcome of the Brexit negotiations will be. In this month’s update Ritu Vohora, Investment Director, looks at what the facts are currently telling us about the UK economy and… Read the article

Markets & economy Monthly perspectives

Equities Market Perspective: The European enigma – to buy or not to buy?

5 min read
6 Mar 2017
Ritu Vohora
by Ritu Vohora

Global equities continued to rally in February driven by an improvement in both economic data and earnings expectations.  In this month’s update, Ritu Vohora, Investment Director, looks at the prospect for earnings growth in… Watch the video

Markets & economy Monthly perspectives

Equities Market Perspective: Reasons to stay invested – fundamentals vs hope

5 min read
7 Feb 2017
Ritu Vohora
by Ritu Vohora

Global equities started 2017 in a buoyant mood and in this month’s update, Ritu Vohora Investment Director, looks at sustainability of the equities rally. Is this just the result of the so-called ‘Trump boost’ or do… Watch the video

Markets & economy Monthly perspectives

Equities Market Perspective – The end of the Bond affair?

5 min read
9 Jan 2017
Ritu Vohora
by Ritu Vohora

In the aftermath of the Brexit vote, UK interest rates and bond yields fell to their lowest levels since records began in 1694! This was mirrored by global yields and appeared to trigger a sea-change… Read the article

Markets & economy Monthly perspectives
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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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