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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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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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 can Bitcoin tell us about efficient markets, episodes, and the role of valuation?

Episode 01/12/2017  

One should probably be wary of writing yet another article on Bitcoin. If the number of press articles and blog posts was an indicator of bubbles, then there would be… 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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Is it time to short equity markets?

Episode 22/11/2017  

As we have mentioned repeatedly on this blog, the change in market mood since the pivotal moment in the middle of 2016 has been staggering. Extreme pessimism has given way… 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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US yield curve flattening: nothing to see here

Episode 15/11/2017  

The flattening of the US yield curve has inspired much commentary and hand-wringing in certain quarters lately. The concern is overdone. Looking back at periods of rising US policy rates… 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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Snap (election) chat: why the real risk could be to ignore Japanese equities

Episode 04/10/2017  

Last week, Japanese Prime Minister Shinzo Abe called a snap election trying to capitalise on increased public support over the summer, as the North Korea issues intensified. If the election… 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 Q3 2017: synchronised expansion, bubble fears and policy confusion

Episode 02/10/2017  

Equity markets generally delivered strong returns The MSCI All Country World delivered 5.1% in Q3, with most major markets providing positive returns: Brazil was a notable standout on the positive… 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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Going with the flow?

Episode 26/07/2017  

A lot of time collectively is spent monitoring and analysing data on investment fund flows. Is this time well spent? The assumptions typically made are that fund flows data indicate… 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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