In this month’s video, Investment Specialist, Kirsty Clark looks at the prospects for the euro area in 2019 as the region embarks on its most accommodative fiscal policy of the last decade.
Equity markets continued… Read the article
In this month’s video, Investment Director, Ritu Vohora looks at the sharp divergence in equity markets. Are we at an inflection point?
Global equity markets sit at an important juncture. They have diverged sharply this… Watch the video
Markets have reacted positively to Emmanuel Macron and Marine Le Pen going forward to the second round of the French presidential election on 7 May. Polls on the second round now show establishment figure, Macron,… Read the article
The thought of a ‘Brexit’ conjures up images of a drawn out, messy divorce for most – a painful process, with a net negative result. However, I believe that there are reasons to be hopeful.… Read the article
European markets are facing a number of challenges, not least in the region’s banking sector as recent events highlighted. However, European equities are attractively valued and there are signs of an improving economic backdrop.
In… Watch the video
Superficially, the healthcare sector in Europe looks attractively valued relative to consumer staples, but on a cashflow basis the relative valuation argument disappears. This may reflect more aggressive earnings adjustments in European healthcare.
In the… Read the article
Having been in the doldrums since the financial crisis, there are now tentative signs that the European residential construction sector is on the mend. We’re seeing encouraging data coming through and from our analysis 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