The January 2018 report (covering the period October 2017 – December 2017), MLC’s scenario insights & portfolio positioning, states: “Investing is hard work. Not for the physical labour, but for the amount of energy that must necessarily be spent assessing the diverse array of … [Read more...]
Archives for January 2018
2018 January edition of Godfrey Pembroke Monthly Market Update
In the January edition of the Market Update: As was strongly anticipated by the market, the US Fed lifted the funds rate to 1.5% in mid-December. The US economy appears to be operating near capacity, with an unemployment rate of just 4.1% and an underemployment rate of 8% – the lowest since … [Read more...]
2017 December edition of Godfrey Pembroke Monthly Market Update
In the December 2017 edition of the Market Update: The global economy continues to generate synchronised growth and markets are expecting these conditions to continue into 2018. In the US, both houses of Congress have approved bills to reform and lower corporate and personal taxes paving the … [Read more...]
2017 December Monthly Economic update
In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during November. He discusses: the implications of the US tax cuts implications of US interest rate rises and the decline in the Australian dollar. Watch the MLC Economic update – December 2017 video … [Read more...]