The impact of events in Portugal on markets last week has highlighted the apparent vulnerability of European banks en masse to changes in investor perception. Coming from the perspective of an equity investor, one often has to consider the extent to which underlying stock picks are simply driven by larger… 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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