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
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
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
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
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.
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.
OK