The August 2019 report, MLC’s scenario insights & portfolio positioning states: “The past six months have seen monetary policy once again propelling share and fixed income markets higher. Lower rates are forcing investors up the risk spectrum.” At Godfrey Pembroke we put investors at the … [Read more...]
Archives for August 2019
2019 August edition of Godfrey Pembroke Monthly Market Update
In the August 2019 edition of the Market Update: Central banks have engaged in a policy reversal in response to weaker economic growth and the uncertainties associated with the US-China trade conflict. US inflation has inched higher, but core CPI measures and sluggish wages growth still … [Read more...]
2019 August Monthly Economic update
In this update, Bob Cunneen, Senior Economist, reviews events in markets during August. He discusses: The trade war between China and the US has intensified with Trump increasing tariffs – causing global share markets to fall 2% The June quarter economic activity data, saw Germany and … [Read more...]
2019 July edition of Godfrey Pembroke Monthly Market Update
In the July 2019 edition of the Market Update: Softer US inflation and PMI figures have dimmed the growth outlook, although further labour market tightening may avert a Fed rate cut for the time being. The trade situation remains the key issue for the global economy, with uncertainty … [Read more...]
2019 July Monthly Economic update
In this update, Bob Cunneen, Senior Economist, and Sinead Rafferty, Portfolio Specialist, review events in markets during June. He discusses: The reason for strong performing global markets after May American and European Central Bank indicated they were prepared to cut interest rates … [Read more...]