Concerns over the health of corporate profits continue to weigh on the minds of market participants, as was evidenced in a recent Bloomberg article – ‘Plunge in US corporate profits is economic warning sign’. The article references the following chart, and suggests that a decline in corporate… Read the article
Today is the Queen’s 90th birthday and I thought a good reason to have a look back at how UK equities have fared over almost a century. When the Queen was born in 1926, the UK economy was still struggling to recover from the First World War, there was high… Read the article
A regular feature of my life is trying to focus on an IPO (initial public offering) prospectus through sleepy eyes on the 06.35 from Colchester! Unfortunately the complexity of the IPO process often means that the key document – called a ‘pathfinder prospectus’ – only turns up just before (or… Read the article
Many great investors have written extensively on the power of compound interest, yet it remains a difficult concept for investors to grasp and the majority of us fail to reap its long-term rewards.
Albert Bartlett might bring to mind the weekly shop and roast dinners for UK readers, but the… Read the article
Company meetings present something of a conundrum. The law rightly says that no investor should be in possession of ‘material non-public information’ when trading in shares, so both fund managers… 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