The abrupt reversal of equity markets in the last few weeks has sent shivers down investors’ spines, particularly as momentum was the dominant factor behind the rally that preceded it. Time to panic? On the… Read the article
Scary stats abound around the ageing population and many column inches have been dedicated to the burden this will place on the health service and the pension system. But older workers could prove to be… Read the article
For centuries, the parable of “The Blind Men and the Elephant”* has been used to illustrate how overemphasising a specific part of a complex situation can lead to the wrong conclusion, even if… Read the article
Guest contributor – Jean-Paul Jaegers, CFA, CQF (Senior Investment Strategist, Prudential Portfolio Management Group)
… however, what is often less debated is the impact that time can have on these variables.
This is relevant as… Read the article
Global markets and the political and economic landscape were dominated last month by the unexpected result in the UK’s EU referendum.
In the first of a regular video series on the equities markets, Investment Director,… Watch the video
Today is the Queen’s 90th birthday and I thought a good reason to have a look back at how UK equities have fared over almost a century. When the Queen was born in 1926, the… Read the article
Many great investors have written extensively on the power of compound interest, yet it remains a difficult concept for investors to grasp and the majority of us fail to reap its long-term rewards.
Albert Bartlett… Read the article
I fondly remember “Don’t panic” being the catchphrase of Lance-Corporal Jack Jones in the popular 1970s sitcom Dad’s Army. ‘Jonesy’ would shout this loudly at moments of impending danger, while running round in a frantic… Read the article
Equity managers behaving badly…
It was a terrible year for active equity managers in 2014 with 80% of all US large-cap active equity managers underperforming the S&P 500 benchmark*, a trend that was unfortunately replicated worldwide. This bad performance has… 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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