Yesterday the US equity market (S&P 500) reached all-time highs. Indeed so far in 2019, many major equity markets are up between 10% and 20%.
This has caused much confusion; it runs contrary to what seems to be a very negative backdrop for the global economy, with warnings… Read the article
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In some ways, the third quarter of 2019 was a microcosm of the environment since the financial crisis.
Rapid declines in equity markets turned out to be a buying opportunity given a relatively rapid rebound:
While bond yields, despite threatening to sell-off from their lows, didn’t… 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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