9th February 2017

Equities Market Perspective from M&G

In this month’s update, Investment Director Ritu Vohora reviews the buoyant start to the year global equities made as the rotation to more cyclical stocks continued. In our theme this month, Ritu looks at the sustainability of the equities rally.

Investment Commentary, Investments

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Aberdeen: Resilience by design: multi-asset portfolios for volatile markets

A look at the benefits of deliberate, long-term multi-asset portfolio construction.

BNP Paribas: View from the markets: Fair weather outlook

Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.

M&G: What is a safe haven now?

Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.

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