Jenny Rodgers joined PPM (now M&G) in 1994 as an analyst of European equity markets and a portfolio manager for external clients. She has been in her current role as a member of the multi asset team since 1999. In January 2011, Jenny was appointed co-manager of the M&G Episode Growth Fund. Jenny is a CFA charterholder and has a BA honours in economics from Exeter University.
“The use of flow-of-funds analysis for capital market forecasts is simply inappropriate. The process assumes that we can forecast flows of funds. We cannot.”
Peter L Bernstein.
One of the more confused areas of commentary and analysis in the world of financial markets is that surrounding the discussion of… Read the article
“It’s frightening to think that you might not know something, but more frightening to think that, by and large, the world is run by people who have faith that they know exactly what’s going on” Amos Tversky
Human beings are constantly surprised at the way life turns out. People living… Read the article
The Wolf of Wall Street.
This is probably… Read the article
“To me it appears that the market is too volatile, it’s just noisy because people are a little crazy”.
Robert Shiller, 8th December 2013 during his prize Lecture for The Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel 2013
Last year the S&P… Read the article
In 1981 the New Yorker published a cartoon. In it a man sat bemused as news reader attempted to explain what was driving financial markets witht the following circular argument:
“On Wall Street today, news of lower interest rates sent the stock market up, but then the… Read the article
12 October 1893, Atlanta (GA) Constitution:
Advice to those who want to get rich. Buy low and sell high.
GEO. S. MAY, Care May Maniel Company.
The golden rule of investing is to buy low and sell high. It’s a simple rule which guarantees positive returns. It’s so straight forward… Read the article