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Identifying episodes case study: the Turkish Lira

2 Dec 2020
Stuart Canning
Behavioural Finance Markets

The term ‘episode‘ doesn’t lend itself to marketing: it doesn’t translate well into European languages and if you type it into a search engine it will bring up more about television shows than investing.

The concept itself is also a challenge, behavioural finance doesn’t give the comfort of… Read the article

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The election and the vaccine: different types of event risk

16 Nov 2020
Tristan Hanson
Behavioural Finance Markets

November has been a rollercoaster for investors and much has already been written about the ‘unprecedented’ and ‘exceptional’ rotation that occurred following Pfizer’s announcement about the efficacy of its COVID-19 vaccine.

The primary focus of commentary has been the swing… Read the article

A summary of Q3 2020: On to the next one

1 Oct 2020
Stuart Canning
Behavioural Finance Markets

It is always staggering how quickly markets appear to move on from one issue to the next. Only six months ago (or 45% ago in Nasdaq-time) most investors (including us) were petrified as to the implications of the pandemic. Safety and insurance were the order of the day.

In… Read the article

Tech, Tech…Boom!

10 Sep 2020
Stuart Canning
Behavioural Finance Markets

Are we witnessing the bursting of a tech bubble? After eye-watering gains this year, the US technology sector saw declines of around 10% in only four trading days.

The New York Stock Exchange FANG+ Index had been up as much as 85% in 2020 (50% above even its ‘pre-COVID’ peak):

… Read the article

Weak UK GDP and a weak FTSE: the questions they raise for passive investors

20 Aug 2020
Stuart Canning
Markets

Last week it was announced the UK had suffered a bigger GDP decline than any other major European economy in Q2 2020. Though this will prompt the usual political point-scoring, many had already anticipated that the UK would be one… Read the article

The world after the pandemic: will emerging markets finally ‘emerge?’

25 Jun 2020
Alex Houlding
Economics Markets

It’s a cliché that not all emerging markets are the same, because it’s true.

Nor does everyone use the same definition of what an emerging market is: some will point to living standards and economic growth, others to the rule of law or governmental structures, still others to the depth… Read the article

The world after the pandemic: will the wall of debt finally topple?

18 Jun 2020
Carl Nabert
Economics Markets

The fiscal response to Covid-19 across many countries is set to increase debt-to-GDP ratios across the world and has prompted some staggering headlines.

Three areas of concern have been raised: whether growing debt will (i) increase the cost of future borrowing, (ii) impair growth, and (iii)… Read the article

Asset Allocation after the pandemic

26 May 2020
Dave Fishwick
Investment Industry Markets

We’ve discussed in several posts how the market reaction to the coronavirus outbreak shared many ‘classic’ behavioural traits with episodes of the past:

  • An initial sense of complacency in the face of a new type of event, which slowly decays as realisation set in…
  • Followed by panic, driven… Read the article

Four assets that have recovered from the March episode, and four that most certainly haven’t

20 May 2020
Stuart Canning
Markets

When we talk about market ‘episodes,’ we often mean periods where investors appear to give up on their own long term beliefs due to what prices are doing right now.

It is common to see correlated declines across range of apparently unrelated asset classes during these episodes, which Read the article

Living in the future: Are equity markets at odds with the economics?

1 May 2020
Stuart Canning
Behavioural Finance Markets

With lockdown continuing and the tone of news flow deteriorating, it can be hard to reconcile the recent bounce in equity markets with how we may feel personally.

It is just as hard to consider these rebounds in the context of economic data, which suggests worse to come… Read the article

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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 Multi Asset 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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