The January 2015 report, MLC’s scenario insights & portfolio positioning, states: “Every now and again, something shocks the global economy – and when this happens prices can move abruptly and the anchors underpinning market pricing, however well set, become unstuck… In the December quarter … [Read more...]
Archives for January 2015
2015 January edition of Godfrey Pembroke Monthly Market Update
In the January 2015 edition of Market Update: Oil prices continue their sharp decline through December. Global bond yields continue to fall on the back of deflationary forces. The Shanghai Composite Index rises 20% in December on the back of interest rate cuts by the PBoC. US economic data … [Read more...]
2015 January Monthly Economic update
This month, Brian reviews events in markets during December. He discusses: Why many world share markets had a fairly weak month, an exception being strong performance by China’s market; How Australian shares made solid gains for the month and most asset classes delivered quite good returns to … [Read more...]