This month, Brian reviews events in markets during April. He discusses: How world share markets posted reasonable gains in April; Why the actions of the world’s major central banks are still crucial Why it still isn’t entirely clear that the recovery in the non-mining economy will be strong … [Read more...]
Archives for May 2015
2015 May edition of Godfrey Pembroke Monthly Market Update
In the May 2015 edition of the Market Update: Weak US Q1 2015 GDP was impacted by severe weather and port strikes Federal Reserve anticipated to delay decision on interest rate increases – remains data dependent Eurozone being positively impacted from early ECB QE implementation Global oil … [Read more...]
Federal Budget 2015
The Coalition Government’s second Federal Budget proposed some important changes, particularly for families, retirees and small business owners. 2015 Federal Budget Summary The key initiatives in this year's Federal Budget are: Many lower income young families will benefit from greater … [Read more...]
2015 April edition of Godfrey Pembroke Monthly Market Update
In the April 2015 edition of the Market Update: US Federal Reserve reinforces a cautious approach to raising interest rates – entirely data dependent Eurozone growth showing some early positive signs of impact from ECB QE implementation Impact from lower oil prices yet to positively impact … [Read more...]
MLC Scenario Insights & Portfolio Positioning – April 2015
The April 2015 MLC Scenario Insights & Portfolio Positioning report states: “Describing what is – and what has been – is, by itself, a far cry from generating true investment insight. True insight requires much more. …During the March quarter, it wasn’t so much volatility within any … [Read more...]