When is bad news good news? Apparently when investors have spent the best part of a decade getting overly comfortable with the idea of Central Banks artificially pumping unprecedented levels of liquidity into financial markets. Markets remain extremely sensitive to even the slightest bit of news that feeds the… Read the article
Asking simple questions often provides a useful means of highlighting how perceptions can differ from reality when talking about financial markets. For example – over the past 30-years, would it have been better to be an equity investor or a bond investor? Considering the massive tail-winds bonds have had, it… 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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