Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this month’s video, Investment Director, Ritu Vohora looks at the driving forces behind investors’ renewed interest in the yellow metal.
August saw the return of risk aversion, as President Trump… Read the article
In this month’s video, Investment Director, Ritu Vohora, looks at the Fed’s dramatic shift to a more dovish stance, with an emphasis on patience. The Fed’s pause was welcomed by investors in January and is positive for risk assets. But risks remain and we are likely to see continued volatility… Read the article
In this month’s update Ritu Vohora, Investment Director, explores the impact of rising US yields and a resurgent dollar on emerging markets. Is this a déjà vu of 2013’s ‘Taper… Watch the video
This Saturday (April 14th) sees the 175th running of the Grand National, the most famous jump race in the world. With thrills and spills throughout its 4-mile, 4-furlong length, the Grand National is something of a national institution. Nearly 10 million people up and down the country are expected to… Read the article
The reflation trade has regained traction in recent weeks with global bond yields rising and renewed discussions in the US on tax and regulatory reform, promising a fiscal boost. Added to the mix has been rhetoric from central banks around the world on tighter monetary policy. Improving economic data and… 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