31st March 2026
M&G: Valuations as our north star
Much of last year’s performance has been valuation?driven rather than fundamentals?led. This section explains why starting valuations remain a useful anchor when setting long?term expectations.
Related Articles_
Resilience by design: multi-asset portfolios for volatile markets
A look at the benefits of deliberate, long-term multi-asset portfolio construction.
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.
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.
You need to be logged in to comment on this article