Chinese equities have been the standout asset so far this year. One of the rare areas where investors have made a positive return. This may seem odd given the fact that COVID-19 originated from China.… Read the article
In this month’s video Kirsty Clark, Investment Specialist, comments on the growing focus on Sustainability and ESG issues in the wake of COVID-19, and how authorities, companies and investors have been responding.
As the consequences of climate change become increasingly visible, so too does the debate around how best to tackle the threat. The scientific data points to the need for urgent action, yet a concerted response… 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
In what has been a very volatile start to the decade in humanitarian, economic and political terms, let’s take a look at the long-term challenge of climate change to understand how it is progressing and… Read the article
Japanese small caps have been one of the best performing equity classes in the world over both a 10 and a 20-year time horizon. In local currency terms, Japanese small caps have matched the S&P500… Read the article
In this month’s video Kirsty Clark, Investment Specialist, looks at the increase in online activity and growing adoption of technology during lockdowns; from the growth in e-commerce to rising social media use. Could this evolution… 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.