Last week Argentina was able to borrow from international investors for the first time since 2001. It was the biggest ever one day issuance by an emerging market economy, raising $16.5 billion, with demand for the new bonds apparently as high as $70 billion.
This has understandably raised some questions… Read the article
Let’s start with some facts about profits. US companies have started reporting their Q1 numbers and so far it seems that the numbers are coming in ahead of expectations. But immediately we have problems – which definition of profits is being described here? Don’t companies nearly always beat expectations?
It… Read the article
All over the UK and Europe fund managers are being asked for their views on Brexit. Many will answer: ‘we don’t forecast.’ The more ambitious might add: ‘markets don’t like uncertainty, so volatility might create opportunities.’
As human beings we find these same old clichés deeply unsatisfying; we want to… 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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