Following recent market declines, Ben McCaw, Portfolio Manager, discusses what’s currently happening in markets, the impact of monetary policy and how MLC’s portfolios are positioned. You can read the full Investment Insight 2016 January here. by Ben McCaw Portfolio Manager Capital Markets … [Read more...]
Archives for January 2016
MLC’s scenario insights & portfolio positioning report – January 2016
The January 2016 report, MLC’s scenario insights & portfolio positioning, states: “This quarter again begins laced with a feeling of déjà vu as monetary policy once more dominated the flow of news.” At Godfrey Pembroke we put investors at the centre of our thinking and focus on what really … [Read more...]
2016 January edition of Godfrey Pembroke Monthly Market Update
In the January 2016 edition of the Market Update: Global equity markets correct in December – although Australia was a strong performer Oil prices continue to weaken China stock market volatility, and weaker economic data, creates deflationary fears US economic data continues to point to … [Read more...]
2016 January Monthly Economic update
This month, John Owen reviews events in markets during December. He discusses: Share markets concluding the year on a subdued note, with most recording negative returns in December How monetary policy remained an important influence on markets, particularly the uncertainty over the timing of a … [Read more...]