The April 2014 report, MLC’s scenario insights & portfolio positioning, states: "In the first quarter of 2014, the market's attention was caught by the commencement of tapering and related emerging market volatility, Janet Yellen's first messages as chairman of the US Federal Reserve (the … [Read more...]
Archives for April 2014
2014 April edition of Godfrey Pembroke Monthly Market Update
In the April 2014 edition of Market Update: Growth is set to continue, despite weather impacting activity in the northern hemisphere. Europe continues to show tentative signs of recovery, albeit from a rather low base. China’s 7.5% growth target is unchanged, though reform remains the top … [Read more...]
2014 April Monthly Economic update
This month Brian Parker reviews events in markets during March. He discusses: how improving US economic data means the US Federal Reserve can continue winding back its quantitative easing program why the European Central Bank, on the other hand, may need to do more to stimulate growth why … [Read more...]
Where to for share returns?
The US economy has been growing solidly enough to warrant the Fed easing back on its QE program. You can read the full Investment Insight 2013 April here. by Brian Parker CFA Senior Investment Consultant MLC Investment Management … [Read more...]