The September 2013 report, MLC’s scenario insights & portfolio positioning, states: "Maintaining a clear perspective on the underlying investment environment can be challenging when investor sentiment is subject to frequent reversals." At Godfrey Pembroke we put investors at the centre of … [Read more...]
Archives for October 2013
Dancing on the ceiling: the temporary resolution to the US political deadlock
The utterly dysfunctional nature of US fiscal policymaking is likely to remain an ongoing source of uncertainty for financial markets is the topic of this October 2013 Investment Insight. You can read the full Investment Insight 2013 October here. by Brian Parker CFA Senior Investment … [Read more...]
2013 October edition of Godfrey Pembroke Monthly Market Update
In the October 2013 edition of Market Update: US Government focus on resolving Congress budget impasse Europe, Japan and China continuing to gain traction Election of Coalition Government and lower interest rates improving Australian Business and Consumer Confidence Australian residential … [Read more...]
2013 October Monthly Economic update
In the latest update, Ben reviews events in markets during September. The topics he discusses include: why the move upwards in global sharemarkets masks growing uncertainty about views on the global economy how in Australia lower interest rates are improving consumer confidence and … [Read more...]