The July 2014 report, MLC’s scenario insights & portfolio positioning, states: “We continue to invest in extraordinary times. Rising financial markets give us the impression of a return to normality, but we have seen before that this can be illusory.” At Godfrey Pembroke we put investors … [Read more...]
Archives for July 2014
2014 July Monthly Economic update
This month, Brian reviews events in markets during June. He discusses: why central banks’ actions remain critical for financial markets how monetary policy generally remains very loose, with very low interest rates creating a positive environment for share markets whether Australia’s … [Read more...]
2014 July edition of Godfrey Pembroke Monthly Market Update
In the July 2014 edition of Market Update: Continued improvement in US economic growth following a revised down Q1 GDP of -2.9%. European economic data impacted by the Iraq civil war crisis. Chinese economy stabilising, with manufacturing data at a six month high. Australian economic data … [Read more...]