In the November 2019 edition of the Market Update: In the US, trade-exposed sectors are suffering due to trade conflict, but the consumer sector appears to be holding up well Economic activity in the eurozone weakened in the September quarter The UK parliament agreed to a general election … [Read more...]
Archives for November 2019
MLC’s scenario insights & portfolio positioning report – October 2019
The October 2019 report, MLC’s scenario insights & portfolio positioning, states: “The seesaw of market trepidation rose once more in the September quarter as global trade policy and other political risks subdued investors’ enthusiasm to embrace risk. At Godfrey Pembroke we put investors … [Read more...]
2019 November Monthly Economic update
In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during November. He discusses: Global share markets were up almost 2% There has been a trade truce between America and China, agreeing that neither will raise tariffs at this stage The Federal Reserve lowered … [Read more...]