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Month: October 2017

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Are markets ignoring the news? The Catalan crisis as a case study

30 Oct 2017
Stuart Canning
Behavioural Finance

We are told that markets are ignoring news flow today in the hunt for short term gains. In part this seems to be an issue of salience. The news which ‘feels’ more important is that which grabs the headlines: Korean missile tests, the unwinding (or not) of QE,… Read the article

Thinking (and feeling) about risks

19 Oct 2017
Tristan Hanson
Behavioural Finance

New York, New York…

Imagine the excitement. In a moment of spontaneity, you’ve decided to treat yourself and your other half to a last minute trip to New York. You’ve selected the hotel, managed to get reservations at some highly recommended restaurants and even tickets for a Broadway show, which… Read the article

Snap (election) chat: why the real risk could be to ignore Japanese equities

4 Oct 2017
Maria Municchi
Economics Markets

Last week, Japanese Prime Minister Shinzo Abe called a snap election trying to capitalise on increased public support over the summer, as the North Korea issues intensified. If the election result was to grant him a larger majority, it will enable him more room to proceed with his economic plan.… Read the article

A summary of Q3 2017: synchronised expansion, bubble fears and policy confusion

2 Oct 2017
Stuart Canning
Markets

Equity markets generally delivered strong returns

The MSCI All Country World delivered 5.1% in Q3, with most major markets providing positive returns:

Brazil was a notable standout on the positive side, in part reflecting an unwinding of the episode in Q2, which we have previously discussed.… 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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