In the February 2020 edition of the Market Update: Markets enjoyed a reprieve from the US-China trade war, although the issue is expected to remain live as we near the US presidential election in November. Geopolitical tensions gave way to the outbreak of the coronavirus, resulting in travel … [Read more...]
Archives for February 2020
2020 January edition of Godfrey Pembroke Monthly Market Update
In the January 2020 edition of the Market Update: Both the US and China are optimistic that a ‘phase one’ trade deal will be reached, but subsequent negotiations will likely prove more difficult. The devastation from the Australian bushfires will have a significant impact on economic growth … [Read more...]
2020 February Monthly Economic update
In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during January. He discusses: Global share markets have reacted to the Coronavirus, down 0.6% 28,000 cases of Coronavirus and more than 500 deaths in China There is not enough information on Coronavirus to … [Read more...]
MLC’s scenario insights & portfolio positioning report – January 2020
The January 2020 report, MLC’s scenario insights & portfolio positioning, states: “After a severe sell off in the third quarter of 2018, markets did what they typically do and rallied strongly in 2019.” At Godfrey Pembroke we put investors at the centre of our thinking and focus on what … [Read more...]