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Month: October 2014

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Growth prospects just got better

30 Oct 2014
Steven Andrew
Economics Markets

Just twelve short months ago, market sentiment was dominated by ‘tapering’.  Bonds were being aggressively re-priced as investors raced to translate the latest comments from Ben Bernanke into a forecast for the 30-year rate of return on US sovereign debt; and equities were widely perceived as being the superior investment… Read the article

4 people like this

What panic? Consumers haven’t felt this good since pre-Lehman crisis

27 Oct 2014
Caitlin Hughes

Every week we sit down as a team to look at a summary of the economic data releases from across the world over the past seven days. We try to decipher what, if anything at all, those little green and red numbers tell us about the nature of the global… Read the article

2 people like this

A test of temperament

16 Oct 2014
Stuart Canning

Have you changed your views in the last two weeks? Are you more or less confident in what you previously believed?

Price action is a powerful force; it can reinforce beliefs (confirmation bias) or leave you badly shaken. We know that short term price action can be little… Read the article

3 people like this

No reason to blur our own convictions with IMF forecasting noise

10 Oct 2014
Caitlin Hughes

To use Nate Silver’s terminology (in his insightful book highlighted by our colleagues over at Bond Vigilantes recently), this week has seen plenty of ‘noise’ (subjective commentary) for very little ‘signal’ (objective data).

In the signal-lull between last week’s flurry of economic data releases (for example, on US… Read the article

3 people like this

Hong Kong protests weigh on Asian stockmarkets

2 Oct 2014
Caitlin Hughes

Recent pro-democracy demonstrations in Hong Kong seem to have impacted investor sentiment across much of Asia. While there are other factors also responsible – such as some sluggish data on Chinese manufacturing activity – fears over escalating political unrest have contributed to rapid declines in several Asian stockmarkets.

Unsurprisingly, the… Read the article

3 people like this

US Stock and US Profits – A pause for thought ahead of the Q3 reporting season

2 Oct 2014
Jenny Rodgers
Markets Value Investing

With the third quarter results season just about to get started in the US, the market will be focussed on the profits story in the coming weeks. Having rallied by over 7% already this year after an impressive nearly 30% price rise in 2013, there are some commentators who are… Read the article

5 people like this
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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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