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The world after the pandemic: will emerging markets finally ‘emerge?’

25 Jun 2020
Alex Houlding
Economics Markets

It’s a cliché that not all emerging markets are the same, because it’s true.

Nor does everyone use the same definition of what an emerging market is: some will point to living standards and economic growth, others to the rule of law or governmental structures, still others to the depth… Read the article

The world after the pandemic: will the wall of debt finally topple?

18 Jun 2020
Carl Nabert
Economics Markets

The fiscal response to Covid-19 across many countries is set to increase debt-to-GDP ratios across the world and has prompted some staggering headlines.

Three areas of concern have been raised: whether growing debt will (i) increase the cost of future borrowing, (ii) impair growth, and (iii) be… Read the article

The world after the pandemic: will inflation return?

9 Apr 2020
Alex Houlding
Economics Investment Industry

In the last week there has been a reasonable bounce in equities from their March lows and some moderation in market volatility.

Although it is not much to write home about, with this relative calm there has been some shift in market commentary. Price moves themselves Read the article

The Voluntary Recession

6 Apr 2020
Steven Andrew
Behavioural Finance Economics

“It’s difficult to make predictions, especially about the future.”

But when it comes to forecasting economic data for the first half of 2020, for once we know what’s coming:

So far, all we can truly know in… Read the article

Why are stocks up when the world is so bleak, part 2: What is an asset price and what are PMIs?

8 Nov 2019
Stuart Canning
Behavioural Finance Economics Markets

Last week I wrote about the apparent confusion caused in some quarters by strong stock returns against a backdrop of weak macro and profits data. I argued that two important reasons behind this were the removal of rate pressure, and the unwind of the episode at the end of… Read the article

Central banks should consider giving people money

5 Aug 2019
Eric Lonergan
Economics

The following article originally appeared in the Financial Times.

In the past, central banks set the price of money using interest rates. In the future, it seems, they will be giving it away. This week the US Federal Reserve… Read the article

Central banks: crossroads or dead-end?

25 Jul 2019
Tristan Hanson
Economics

Central banks are at a crossroads, and if they carry on, maybe a dead-end. The good news, though, is twofold: central bankers recognise the need to reassess their frameworks and they are coming at it from a point of strength:… Read the article

Could the IMF weaker growth projection be a good signal to back equities?

25 Jan 2019
Maria Municchi
Behavioural Finance Economics

Earlier this week the IMF released its latest economic outlook. It was the debut of the newly appointed and first female IMF chief economist, Gita Gopinath.

She observed that “While global growth in 2018 remained close to post crisis highs, the global expansion is weakening”. Indeed, the… Read the article

Talking Turkey: the eye of the storm and contagion

14 Aug 2018
Stuart Canning
Economics Markets

We wrote in May about the challenges facing Turkey, and in July about how these threats have the potential to produce extreme outcomes.

Last week saw the manifestation of these challenges. The Turkish Lira decline on Friday was among the largest one-day currency moves… Read the article

Science & pseudoscience of quantitative techniques

22 Jun 2018
Tristan Hanson
Behavioural Finance Economics

Eric recently wrote a fascinating piece on the ‘volatility virus’ which has contaminated the professional investment community. This blog post builds on that piece by considering the use – more specifically, the misuse – of quantitative ‘analysis’ more generally.

It is important to point out I am… Read the article

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Investment professionals only: Please note the content on this website is for Investment Professionals only and should be shared responsibly. No other persons should rely on the information contained within this website. This blog provides commentary and views prepared by M&G's Multi Asset team. Information shown on the blog should not be taken as advice or a recommendation to make an investment decision.
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Please note the content on this website is for Investment Professionals only and should be shared responsibly. No other persons should rely on the information contained within this website.

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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.

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