Steven Andrew, manager of M&G Episode Income fund, discusses investor behaviour with us. After a turbulent start to the year, are they behaving rationally or irrationally? Steven also talks about whether the US central bank is calling the shots or if inflation is out of its control. Other topics of discussion include the parallels between Japan and the UK, if bonds or equities are the place to be in the second half of the year, and if markets have reached ‘peak fear’.
What's covered in this episode:
More about this fund:
M&G Episode Income is a multi-asset fund that invests directly in individual stocks and bonds, while property exposure is gained by investing in property funds. The name “Episode” refers to those periods of time when investors' emotions cause them to act irrationally. The manager uses behavioural finance to find pockets of value and invest against the herd, rather than following it.
Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
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