Episodes

14/06/2016  

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Volatility – virus, bubble, or both?

Episode 09/02/2018  

Have we climbed the ‘wall of worry’? Or: How I learned to stop worrying and love the boom… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Thank goodness for the end of ‘easy money’

Episode 25/01/2018  

Have we climbed the ‘wall of worry’? Or: How I learned to stop worrying and love the boom… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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A summary of Q4 2017:

Episode 11/01/2018  

Have we climbed the ‘wall of worry’? Or: How I learned to stop worrying and love the boom… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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The range of irrelevance for interest rates

Episode 05/01/2018  

Despite the fact that interest rates determine all asset valuations, there is nothing close to a general theory of interest rate determination. In 2016, I wrote about the flaws of… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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

Episode 03/01/2018  

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… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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2017: A year in episodes?

Episode 30/12/2017  

While 2016 ‘felt’ very eventful for investors, the defining feature of markets in 2017 for many has been the lack of volatility.* Does this mean that there were no ‘episodes’… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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2018 outlook from M&G’s fixed income and multi-asset teams

Episode 15/12/2017  

Here’s a short video I recorded with my multi-asset colleagues Steven Andrew and Tristan Hanson, in which we debate the highlights of 2017 and look ahead to 2018. After a… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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What would a UK Sovereign Wealth Fund look like?

Episode 15/12/2017  

Last month, Tristan Hanson and I made a proposal for a sovereign wealth fund (‘SWF’). It triggered a substantial debate. How would it operate in practice? Are we trying to… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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