The need for flexibility
In an environment where correlations between asset classes are fluid, you have to be flexible, argues M&G’s Christophe Machu.
M&G
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ANALYSIS: What to expect from Macronomics
The prospect of ‘Trumponomics’ powered equity markets last year. ‘Macrononomics’ doesn’t only sound more like a real word, it could even have more powerful and longer-lasting effects. But the stakes are high.
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M&G’s Woolnough sets sights on US as Europe disintegrates
M&G Investments’ Richard Woolnough has said he sees a move away from the UK as a capital markets centre in favour of the US developing, and is tweaking his fund’s holdings accordingly.
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Catalan fund buyers brace for next market correction
The start of the year has been rough for equity markets, but investors in Barcelona expect another market plunge before summer. They are also hedging their bets politically, it seems, as the uncertain investment outlook has prompted many to drop their support for independence.
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Woolnough says world economy healthier than many think
Arguably the biggest name in UK fixed-income investing, M&G’s Richard Woolnough talks bear markets, duration, deflation, outflows and whether bonds really do have a problem with illiquidity
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A-share inclusion to erode EM equity differentiation
China is so dominant that when A-shares are eventually included in the MSCI Emerging Markets Index, the result could be a spate of very similar passive products.
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Half of Swedish fund selectors see Greece
Macro issues took centre-stage at Expert Investor Sweden in Stockholm last Thursday. On the day the Swedish Riksbanken decided to imitate the ECB and launch its own QE, a surprisingly high share of delegates deemed it likely that Greece will leave the Eurozone.
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Catalan investors at odds with fund managers
Fund selectors in Barcelona are convinced Spanish bonds are overpriced. But bond fund managers brazenly told the crowd that they will edge even lower, at least in the short term.
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Finnish fund selectors struck by indecision
The recent market slump seems to have paralysed Finnish fund selectors as they have collectively put their allocations on hold.
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Finnish fund selectors struck by indecision
The recent market slump seems to have paralysed Finnish fund selectors as they have collectively put their allocations on hold.
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Finnish fund selectors struck by indecision
The recent market slump seems to have paralysed Finnish fund selectors as they have collectively put their allocations on hold.
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Investors in Munich grapple with market upheaval
The current cocktail of falling asset prices and increasing volatility, combined with still high valuations, seems to confuse fund selectors and managers alike.