The world is a profoundly surprising place. That was the case in 2019 – few people predicted a vintage year for both bonds and equities, with the latter outperforming despite no earnings growth. Already in 2020, we have been taken by surprise by events involving the US and Iran. What… Read the article
A version of this article originally appeared in the Financial Times last week.
There is a widespread assumption that the European Central Bank — like other major central banks — has reached the limits of monetary policy, and that the… 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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