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
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
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
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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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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