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Specifically, the information on these pages should not be used or relied upon by the public of Hong Kong or any other type of investor from any other jurisdiction.

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IMPORTANT INFORMATION

We have seen an increase in the number of financial scams – including fraudulent websites attempting to harvest contact details from those accessing the site, and contacting them fraudulently purporting to represent M&G Investments.

Criminals are exploiting these times for their own gain using well planned, sophisticated methods in an attempt to catch you off-guard. Be extra vigilant and do not respond to any correspondence which you are unsure about. If in doubt, please contact us.

Audience

Investing in a world of (Brexit) uncertainty

12/12/2019

Recent history is rich with examples of misjudgements about outcomes of political events, as markets do not always react in the way even experienced participants might expect.

  • Many investors focus on a top-down ‘forecast’ or ‘view-based’ investing approach, seeking to identify the path of key economic variables, the push and pull of political and central bank policy stresses, and to anticipate what they may mean for markets
  • Yet forecasting can be fraught with uncertainty in the political arena, and can lead to erroneous assumptions. We believe that applying forecasts can introduce significant volatility into returns
  • We make the case for navigating elevated uncertainty surrounding outcomes and reactions, by focusing on the value available for the risks that prevail, and retaining ‘dry powder’ to take advantage of opportunities that arise

The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.

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The information on this website is for Institutional Investors only. Specifically, the information on these pages should not be used or relied upon by the public of Hong Kong or any other type of investor from any other jurisdiction.