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Why hasn’t the market moved more on the Brexit deal?

18 Oct 2019
Stuart Canning

“When there is a firm deadline, the agreement is often delayed until the very last minute before the deadline.”

This Read the article

The market is being sensible on inflation. For the right reasons?

26 Sep 2019
Stuart Canning

The market often seems like a London commuter with an umbrella and a mobile phone: failing to look ahead and causing damage to bystanders by overreacting to near term threats.

But there has certainly not been any overreaction when it comes to potential inflation. The recent drone attacks on Arabian… Read the article

Allocation blog Quicktake: Theresa May’s Resignation

24 May 2019
Tristan Hanson

As Theresa May remarked in her resignation speech, her successor will face the same challenge of finding consensus over Brexit within Parliament. So far Westminster has been able only to express what it doesn’t want, and has failed to coalesce around a way forward. The path ahead remains as uncertain… Read the article

Allocation blog Quicktake: Trade Wars reignite

7 May 2019
Stuart Canning

While markets were closed in Japan, Korea, Thailand and the UK yesterday, stock markets in other regions ‘plunged’ (there’s that word again) on a re-emergence of trade war fears.

Domestic Chinese markets were the hardest hit, with some impact on neighbouring countries.

The source… Read the article

Allocation blog Quicktake: The Brexit vote delay and UK leadership contest

12 Dec 2018
Steven Andrew

There’s been some clamour around everybody’s favourite UK-related subject this week: Brexit and politics are once again grabbing the headlines.

Given the extent of coverage I thought it worth recapping (briefly) how our view on these matters is formed and how we might begin to assess… Read the article

An inverted yield curve… because the market has already done the Fed’s job for them

4 Dec 2018
Stuart Canning
Behavioural Finance Markets

Yesterday, the US yield curve became inverted. The yield on three-year Treasuries was temporarily (blink and you’ll miss it) lower than that of their two-year counterparts. This is, apparently, huge.

Many are worried because an inverted yield curve has frequently been a sign of upcoming… Read the article

Beware the allure of a good-looking chart

15 Nov 2018
Tristan Hanson

I received the following chart from a broker earlier this week. It plots the trailing 12-month price return on the US stock market versus a survey of activity in the US manufacturing sector, where a score above 50 indicates expansion and vice versa.

The broker’s conclusion was straight-forward, “if you… Read the article

Episodeblog Quicktake: Italian Markets

30 May 2018
Stuart Canning

Markets reacted sharply to the weekend’s news that ongoing attempts to form a coalition government in Italy had collapsed after the President’s rejection of the proposed Finance Minister, prompting likely new elections later this year.

Unstable governments in Italy are nothing new, but markets… Read the article

Surprise indices – a reminder

21 Mar 2018
Stuart Canning

In the midst of February’s volatility most of the reasons given to explain equity market declines centred on the role of rising US bond yields and, perhaps, the exaggerating role played by exchange-traded volatility products.

Since then, equities have seen another (modest) bout of… Read the article

2018 Market Calendar: Will these be the major financial events in 2018?

3 Jan 2018
Stuart Canning

There are a couple of reasons why we don’t believe that forecasting short term events is a sustainable investment approach.

First, it is very difficult: how can one have a sustainable forecasting ‘edge’ over and above what is currently priced into the market on something like an election result?… 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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