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Month: December 2017

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2017: A year in episodes?

29 Dec 2017
Stuart Canning
Markets

While 2016 ‘felt’ very eventful for investors, the defining feature of markets in 2017 for many has been the lack of volatility.*

Does this mean that there were no ‘episodes’ during the year? And does this lack of volatility mean that it was harder to generate returns… Read the article

15 people like this

2018 outlook from M&G’s fixed income and multi-asset teams

15 Dec 2017
Jim Leaviss
Markets

Here’s a short video I recorded with my multi-asset colleagues Steven Andrew and Tristan Hanson, in which we debate the highlights of 2017 and look ahead to 2018. After a year that has turned out to hold fewer surprises than many might have expected, what lies in store for financial… Watch the video

8 people like this

What would a UK Sovereign Wealth Fund look like?

15 Dec 2017
Eric Lonergan
Economics

Last month, Tristan Hanson and I made a proposal for a sovereign wealth fund (‘SWF’). It triggered a substantial debate. How would it operate in practice? Are we trying to fund investment or earn an equity risk premium? How do we address problems associated with state-ownership? How… Read the article

13 people like this

What can Bitcoin tell us about efficient markets, episodes, and the role of valuation?

1 Dec 2017
Stuart Canning
Markets

One should probably be wary of writing yet another article on Bitcoin. If the number of press articles and blog posts was an indicator of bubbles, then there would be little debate. Aside from the fact that it is now the middle of winter, Bitcoin would certainly satisfy all the… Read the article

19 people like this
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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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