Company boardrooms have undoubtedly evolved over the past twenty-odd years, but the human characteristics and traits needed to be an effective board member remain largely unchanged. A lot can be achieved with trustworthy, capable individuals, something which, in my humble opinion, is truer today than it has ever been.
Boards… Read the article
Dear Mr Claus,
For much of its long history, your company has been shrouded in secrecy. Although your toy manufacturing and logistics business has been held in high regard by industry insiders for its innovative just-in-time distribution system, relatively little has been known about your financial performance. That all changed… Read the article
Dear Mr Rinch,
Thank you for your letter, dated 16th December 2015.
Before I address the body of your letter, I must say this is not the first time I have defended the company’s business model against the myopia of market participants: long before our IPO, creditors Marley & Scrooge… Read the article
It was a terrible year for active equity managers in 2014 with 80% of all US large-cap active equity managers underperforming the S&P 500 benchmark*, a trend that was unfortunately replicated worldwide. This bad performance has unsurprisingly ignited a debate in the press and among investors on whether or not active… Read the article
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Welcome 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.OK