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Month: February 2016

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Loose change: Looking for information and bias in market forecasts

26 Feb 2016
Alex Houlding
Behavioural Finance Economics

The last few months have been painful for investors with a range of equity indices crossing the emotive, but entirely arbitrary threshold that demarcates a “bear market”. At the same time, the narrative around the fundamental outlook has changed. Bearish views have proliferated and commentators espousing them received more airtime.… Read the article

The economics of language: David Hume, Bitcoin & valuing Facebook

23 Feb 2016
Eric Lonergan
Economics

This is an edited version of a post that appeared on Eric’s own Sample of One blog.

David Hume is the first great thinker to identify language, law and money as ‘spontaneous’ institutions of social organisation. They are spontaneous in that they can emerge organically and become widely… Read the article

Are markets telling us something? Making sense of recent price action

11 Feb 2016
Stuart Canning

‘When markets move a lot there must be a reason why.’ Most of the time this mind-set works well for us: there is an earnings announcement, policy decision, or macro data release, and markets appear to respond (sometimes) in the way you would expect.

Other price moves are not so… Read the article

Could stable oil mean a rapid change in market views on inflation and rates?

4 Feb 2016
Steven Andrew
Economics

With US growth fine and inflation picking up, the market is remarkably sanguine about future interest rate moves.  In our view, inflation is highly unlikely to present a problem for policymakers in the short or medium term, but the basis on which market beliefs have been changed over recent weeks… Read the article

Errors in the pricing of equity risk

3 Feb 2016
Eric Lonergan
Behavioural Finance Economics Markets

 

At M&G’s Annual Investment Forum last week, Eric Lonergan of the Episode team discussed what he sees as the two big questions affecting investment today. Namely, ‘Why do equity markets appear to offer such high compensation for risk?’ and ‘Are we about to enter recession?’ Here is a video… 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.

OK

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.

OK