Skip to content
Please note the content on this website is for Investment Professionals only and should be shared responsibly. No other persons should rely on the information contained within this website.
M&G

Equities Forum

M&G Investments
Equities Forum
EN
Subscribe
Choose language:
  • Home
  • About
  • The Authors
  • Archive

  • Search

  • Categories

    • Accounting
    • Active
    • Active management
    • Ageing population
    • AIM
    • Banks
    • Behavioural finance
    • bitcoin
    • blockchain
    • Bond proxies
    • bond yields
    • Brands
    • Brexit
    • China
    • Climate change
    • Commodities
    • Companies
    • Competition
    • Construction
    • Consumer
    • Consumer staples
    • Corporate governance
    • currency
    • Demographics
    • Demonetisation
    • Disruption
    • Diversification
    • Dividends
    • dollar
    • Earnings
    • Economy
    • Emerging markets
    • Emerging Markets
    • Energy
    • Energy
    • ESG
    • ETFs
    • Europe
    • Executive compensation
    • FAANG
    • Facebook
    • Fed
    • Financials
    • Global growth
    • Gold
    • Governance
    • Growth
    • Healthcare
    • Housebuilders
    • Income
    • India
    • Inflation
    • Infrastructure
    • Interest rates
    • Investment styles
    • Investment theory
    • IPOs
    • Japan
    • Korea
    • Leadership
    • Long term
    • M&A
    • Macro Economics
    • Management
    • Market background
    • markets
    • midterms
    • Monetary policy
    • Oil
    • OPEC
    • Other
    • Outlook
    • Passive
    • Pensions
    • Politics
    • Portfolio construction
    • Profits
    • Protectionism
    • QE
    • Quality
    • R&D
    • Regulation
    • Resources
    • Responsible investing
    • Retail
    • Risk
    • Sectors
    • Small caps
    • South Korea
    • strategy
    • stress-testing
    • Style Investing
    • Taper Tantrum
    • tariffs
    • tax reform
    • Tech
    • Technology
    • Telecommunications
    • trade war
    • Trading
    • UK
    • UK
    • US
    • US
    • US dollar
    • US equities
    • USA
    • Utilities
    • Valuations
    • Value
    • Video
    • Volatility
    • Wealth Creation
    • Yields

  • Tags

    Bond yields Earnings economic growth GICS Growth income Infrastructure infrastructure gap Japan long term market background MSCI North America Principles for Responsible Investment S&P Safe haven sectors Style Investing Sustainable Development Goals Trade war UK US Valuation valuations Value Video volatility wealth creation

  • Date

    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015

Equities Market Perspective: It ain’t over yet – macro trends remain supportive

8 Jan 2018
Ritu Vohora
by Ritu Vohora

In this month’s update Ritu Vohora, Investment Director, looks at what effect macroeconomic events this year could have on… Watch the video

Macro Economics Market background Outlook
14
Equities Forum © 2016. All Rights Reserved.
Investment professionals only: Please note the content on this website is for Investment Professionals only and should be shared responsibly. No other persons should rely on the information contained within this website. This blog provides commentary and views prepared by M&G's Equities team. Information shown on the blog should not be taken as advice or a recommendation to make an investment decision.
  • Terms & Legal Information
  • Disclaimer
  • Privacy & Cookies
  • House rules

Please note the content on this website is for Investment Professionals only and should be shared responsibly. No other persons should rely on the information contained within this website.

OK

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