The October 2017 report, MLC’s scenario insights & portfolio positioning, states: “As we noted in last quarter’s briefing, we may be witnessing the beginning of the end of an era. If so, expect this to challenge asset prices, inflated by the presumption of low rates and easy money.” At … [Read more...]
Archives for October 2017
2017 September Monthly Economic update
In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during August. He discusses: Insights from the profit season in Australia Heightened geopolitical risks after North Korea fired a missile across northern Japan, and President Trump's bold promises of corporate … [Read more...]
2017 September edition of Godfrey Pembroke Monthly Market Update
In the September 2017 edition of the Market Update: Economic data released over the past month has continued to paint a relatively good picture of global growth with most of the major economies experiencing accelerating economic growth in the June quarter. Geopolitical tensions remained … [Read more...]