David Fishwick is Head of Macro and Equities Investment at M&G Investments and co-fund manager of the M&G Episode Macro Fund. Dave has more than 20 years of investment management experience, having joined Prudential Portfolio Managers (now M&G Investments) in 1987 as a European economist and subsequently being responsible for forming views on global bond and currency markets and applying them to multi-asset funds. In 1994, Dave relocated to Australia where he was appointed head of fixed interest and asset allocation strategy in 1997. During that time, he developed his ideas on market behaviour and designed the strategy, philosophy and process implemented for an overlay mandate for the Prudential Life Fund upon his return to Europe in 1999. In light of the success of this mandate, the M&G Episode Macro Fund was launched in 2010, which follows the same strategy. Dave has a BSc in economics from Brunel University, London.
The temptation when giving opinions on topics that have already been very widely commented on is to try and offer a surprising new perspective. We are supposed to find an angle no-one else has considered and present a conclusion so elaborate only expert insight and complex analysis could have come… Read the article
Hopefully you don’t need me to tell you about the perils of forecasting. Nor is this the place to question why we should make forecasts at the end of December as opposed to any other point of the year.
As we near the mid-point of 2014 though, the calendar year has… Read the article