Dismissing markets as short term ignores the real world cost
There’s an interesting passage in the book “Other People’s Money” by John Kay. In it, Professor Kay discusses the intermediation of the market and the nonsensical notion that there is anything particularly insightful to be… Read the article
It’s good to talk….
There are many different ways to form an investment view on a company. As my colleagues Dan White and Matt Cable discussed in a recent blog meeting company management can be both… Read the article
Unexpected changes to a central bank’s reference interest rate can cause chaotic price movements. Surprise action by the Bank of Japan (BoJ) in January has driven a shift in investor beliefs. Where previously negative interest… Read the article
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OKWelcome 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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