Dan White, Fund Manager, North American Value comments on how the recent positive vaccine news could provide a welcome catalyst for a more sustained Value recovery.
We have been highlighting the wide ‘Value vs. Growth’… Read the article
2020s – the decade of the ‘cheap asset’
Shifting market drivers through the decades
Markets often experience prolonged periods in which a key driver is dominant. In the context of history, the handover from one driver to another is often conveniently located around… Read the article
As the Heisei era comes to an end, the era of Reiwa will soon start in an unusual fashion. Japan will be steeped in a mood of jubilation for its new emperor, rather than mourning… Read the article
Cheap Quality – No oxymoron in the UK
Harmful Generalisations
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
It’s no surprise that in an ever evolving and complex world where people are constantly overloaded with new information, our natural human tendency is to search for simplicity. We’ve seen this evolve in the investment… Read the article
“Karma is like a rubber-band: it can only stretch so far before it comes back and smacks you in the face.” – Unknown
As US equities continue their record breaking bull run, market participants have… Read the article
Earnings disappointments from the likes of Facebook has sparked concerns whether the stupendous growth of tech stocks can continue. After a decade wins, are the FAANGs losing their bite? In this month’s update, Ritu Vohora, Investment Director… Watch the video
This year has not quite followed the script: investors were expecting improving economic growth and rising inflation to be accompanied by steeper yield curves, with the more defensive/quality stocks and so-called ‘bond proxies’ coming under… Read the article
Amid all the hysteria about the potential headwinds that the election of Donald Trump as US president will create for emerging markets, I remain resolutely optimistic about their prospects. Up to the election on 8… Read the article
After a number of false starts, could it be that the much heralded ‘great rotation’ from bonds to equities has finally arrived? Trump’s victory in the US presidential election has accelerated a trend that began… 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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