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Month: March 2016

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Rise in upward earnings adjustments is a worrying trend

5 min read
17 Mar 2016
by Sylvia Baxter

To adjust or not to adjust? That’s the key question for companies when presenting their accounts. There’s been an increasing tendency for companies to focus on adjusted ‘non-GAAP’ (Generally Accepted Accounting Principles basis) numbers instead… Read the article

Other
Featured Post

Retailers on the margin

5 min read
14 Mar 2016
by Gregor Morris

Consumers are a demanding bunch. They want more choice, convenience and above all, a great customer experience. Yet they don’t want to pay more for the privilege! Satisfying the modern customer poses considerable challenges to… Read the article

Other

Are US consumers finally starting to spend their oil windfall?

5 min read
3 Mar 2016
by David Williams

When the oil price began its steep descent in autumn 2014 it was heralded as the equivalent of a tax cut for the US consumer. Estimates suggested that cheaper gasoline would add an extra US$1,500… Read the article

Other
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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.

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