Like parliamentary majorities and Christmas Toblerones, the stock market is slowly shrinking.
As has been widely commented on, de-equitisation – the substitution of equity for debt – has been accelerating in recent years, largely… Read the article
In this month’s video, Investment Director, Ritu Vohora looks at the evolution of the FTSE 100 over the past 35 years and whether UK equities are a buying opportunity
As 2019 begins, it inherits a… Watch the video
The perceived opposing investment styles of value, income and growth is a perplexing concept. To me, it conjures up imagery of investors huddled into the extreme corners of an equilateral triangle.… Read the article
Today (March 22nd) is World Water Day which aims to focus attention on the importance of water not only in our daily lives, but also for the sustainable development of the global economy.… Read the article
When I sat down to write my review of 2016 I had to admit that it had been a tough year for smaller company fund managers as the sector’s median fund had underperformed the Numis… Read the article
In this month’s update Siobhan Pandya, Head of Equity Markets Content reviews recent trends in UK small… Read the article
Earlier this year, data from the UK’s Continuous Mortality Investigation Mortality Projections Committee showed that life expectancy improvements have slowed dramatically. Initially thought to be a blip in the data, there is increasing evidence, both… Read the article
Last October, my colleague Tom Dobell wrote about the absurdity of how companies are forced to treat their long-term pension liabilities.
After another couple of reporting periods characterised by falling discount… Read the article
Are political surprises and uncertainty now the new normal? It could appear that way after yesterday’s general election resulted in a hung parliament after the ‘dead cert’ Conservative majority predicted just seven weeks ago. The… Read the article
As the General Election approaches, politicians on all sides will no doubt claim to be the best custodians of the UK economy. Brexit might be front of mind for many voters, but economic competence has… 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