China: the virus, the economy, the markets
The Chinese market has held up remarkably well since this crisis began. In fact, it’s one of the best performing equity markets globally, which is perhaps surprising given that the virus originated there and,… Read the article
COVID-19: Jewel in the Crown?
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
Despite the clearly tragic short-term impacts of the coronavirus, could the outbreak be an unintended agent of change? In this month’s video, Investment Director, Ritu Vohora looks at the potential silver lining amidst the fear… Read the article
Market impact
The coronavirus outbreak has replaced trade wars as the dark storm bearing on markets, sending jitters across global financial markets amid fears of a hit to the global economy.
Despite some… Read the article
Taking stock: the issue for Emerging Markets
As we move into the 2020’s, it’s worth delving once more into the relationship between the performance of Emerging Market (EM) equities and their economies. There persists a view that investors buy or sell EM… Read the article
As we look ahead to 2020, the US Presidential election is now seen as the most significant tail risk for markets. In this month’s video, Investment Director, Ritu Vohora looks at what the wide range… Read the article
Analysing the ‘energy transition’ involves confronting many paradoxes:
China is the world’s largest generator of wind power, and is home to over one third of the global installed base. Yet, it is also building as… Read the article
Is the future still electric for cars?
Watching Hollywood films from the 1980s that depicted the future, nearly all seemed to show people driving in electric cars. Here we are today in the year 2020, and sceptism still remains as to when… Read the article
Trading places: battle of the superpowers
Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the ‘Phase one’ US-China trade agreement and… Read the article
Victory, actually?
Following one of the most divisive UK General Election campaigns in recent memory, a weary electorate heads to the polls. With traditional party loyalties being tested, the outcome is far from certain. Investment Specialist, Kirsty… Read the article
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OKWelcome 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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