The March 2018 report, MLC’s scenario insights & portfolio positioning, states: "The future is not preordained, and so is not predictable. However, while uncertainty can’t be eliminated, we can generate an understanding of what the future could hold." At Godfrey Pembroke, we put investors … [Read more...]
Archives for May 2018
2018 May edition of Godfrey Pembroke Monthly Market Update
In the May 2018 edition of the Market Update: The global economy lost some momentum in the March quarter, but fundamentals remain robust. US core inflation measures are rising, which is flowing through to longer-term expectations and pushing yields higher. The threat of a trade war … [Read more...]
2018 April edition of Godfrey Pembroke Monthly Market Update
In the April 2018 edition of the Market Update: The global economy is maintaining momentum and inflation is gradually moving higher in line with central bank targets. Growth in US average hourly earnings is still not showing conclusive evidence of a sustained pickup in wages. The threat … [Read more...]
2018 May Monthly Economic update
In this update, Bob Cunneen, Senior Economist, and Sinead Rafferty, Portfolio Specialist, reviews events in markets during April. He discusses: European and Japanese markets outperforming the US in recent weeks The market impact of the recent budget announcement The impact of rising … [Read more...]
Federal Budget 2018 ANALYSIS
Read and view Godfrey Pembroke’s analysis and find out what the 2018 Federal Budget means for you. CLICK the link for the list of Key Proposals and Godfrey Pembroke’s analysis on the Federal Budget 2018. … [Read more...]