The August 2016 report, MLC’s scenario insights & portfolio positioning, states: “Financial markets are not just affected by news, but by how news differs from expectations. At the end of the June quarter, investors were disappointed at the outcome of the Brexit referendum. Most economists … [Read more...]
Archives for August 2016
2016 August edition of Godfrey Pembroke Monthly Market Update
In the August 2016 edition of the Market Update: Following the sell-off in equities after the UK’s Brexit decision, equities staged a strong recovery in July, helped by expectations of more central bank stimulus measures in the major economies. Crude oil prices fell 14% on renewed concerns … [Read more...]
2016 August Monthly Economic update
In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during July. He discusses: July’s surprisingly strong global share gains The global share markets being supported by better than expected US corporate profit reports and global economic data How Japan’s share … [Read more...]