The July 2015 report, MLC’s scenario insights & portfolio positioning, states: “As we have outlined previously, today’s investment environment remains very difficult. The investment challenge is what to do in a world in which everything is expensive, there is no place to hide, and almost … [Read more...]
Archives for July 2015
2015 July Monthly Economic update
This month, John Owen reviews events in markets during June. He discusses: How June was a difficult month for investors, with falls recorded by all of the world’s major share markets How the concerns that Greece would default on its 30 June repayment to the International Monetary Fund, and … [Read more...]
Alternative ways to hedge your share market risk
In this article, Gareth Abley, Head of Alternatives Strategies, notes that as we head into our seventh year of a share bull market with bond yields globally at record lows, many investors are left scratching their heads. One response is to identify ‘alternative’ strategies that can generate positive … [Read more...]
China’s share market volatility
In this article, Kajanga Kulatunga, Portfolio Specialist, looks at China’s share market volatility and discusses: What has happened so far, How China has been encouraging share ownership to stimulate the economy, What impact China’s share price volatility may have on Australian investors, … [Read more...]
2015 July edition of Godfrey Pembroke Monthly Market Update
In the July 2015 edition of the Market Update: Greece debt crisis unsettles global equity markets China Shanghai Composite Index down 25% during June – but up 150% in 12 months US continues to be the engine of global growth Quantitative easing reflected in improving Eurozone economic data … [Read more...]