After a number of false starts, could it be that the much heralded ‘great rotation’ from bonds to equities has finally arrived? Trump’s victory in the US presidential election has accelerated a trend that began in July soon after the Brexit vote in the UK, with bond yields rising, the… Read the article
In yesterday’s blog, I discussed that while the Bitcoin currency system may not see widespread adoption, it gave us a unique piece of technology that would – Blockchain. At its heart, the Blockchain technology eliminates the need of a third party for verifying transactions. This is accomplished through… Read the article
A fistful of bitcoins . . .
There’s been a lot of attention on bitcoins and blockchains recently, in particular the latter which is being heralded as a major disrupter in financial services. In a two part series this week, I will attempt to explain and demystify the concepts of bitcoins and blockchains and look at the… Read the article
Thoughts ahead of the OPEC meeting
As OPEC (Organisation of Petroleum Exporting Countries) meets on 30 November to decide on production cuts, much uncertainty remains regarding OPEC’s collective appetite to reduce production, how the reduction will be apportioned and the likely timing of the mooted cuts.
We should not take OPEC’s actions lightly though as the… Read the article
Urban sprawl chokes cities. That was a key takeaway for me from a responsible investment conference I attended earlier this year. If we want to help reduce carbon emissions we need the cities we build today to be compact, connected and co-ordinated. The greater the area of a city the… Read the article
Cents and Sensibility – implications of Trump presidency for the healthcare sector
Don’t let the initial market enthusiasm to Trump’s victory in the US Presidential election detract from the longer-term themes investors in the healthcare sector need to consider and the limited visibility we have over how the Republicans will approach US healthcare policy.
The reaction in healthcare to the outcome of… Read the article
With Republican candidate Donald Trump winning the race to the White House, populist sentiment and anti-establishment feelings are making their presence felt at the ballot box.
Investment Director, Ritu Vohora provides an update on the market’s reaction to the US election… Watch the video
Low-volatility strategies are supposed to insulate investors from market bouts of turbulence. But lately, that’s been flipped on its head, as the strategies have underperformed and fund flows are retreating.
In the latest in our regular video series on the equities markets, Investment Director, Ritu Vohora provides an update on… Watch the video
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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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