This month, Ben reviews events in markets during April. He discusses:
- why simmering political tensions in the Ukraine had little impact on the market
- how market estimates of US companies’ annual earnings growth have been wound back due to slowing growth in profit margins, and
- how MLC’s forward-looking approach helps us manage uncertainty about the future investment environment
Read May 2014 Monthly Economic Update here
Watch the MLC Economic update – March 2014 video below.
http://youtu.be/js2YdQ9HflU
By Ben McCaw
Portfolio Manager
Capital Markets Research
MLC Investment Management
5 May 2014