The July 2020 report, MLC’s scenario insights & portfolio positioning states: ‘In this unprecedented COVID-19 pandemic environment, investors are searching for ways to protect themselves against extreme market volatility as many find themselves with more risk in their portfolios than … [Read more...]
Archives for July 2020
‘Financial repression’ driving investors into shares
March 2020 saw the fastest US share market sell-off in history, only to be followed by the strongest every 50 day positive return. No wonder investors are searching for ways to protect themselves from extreme volatility. Despite diversification being compromised, responsible investors can’t give … [Read more...]
2020 July edition of Godfrey Pembroke Monthly Market Update
In the July 2020 edition of the Market Update: Since the initial outbreak, COVID-19 has spread to over 210 countries, and estimates indicate it could trim global economic growth by between 3.0% to 6.0% in 2020. Cyclical indicators including PMIs and unemployment rates remain weak but are … [Read more...]
2020 July Monthly Economic update
In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during June. He discusses: Global share markets returned a solid 2.9% gain in June, due to strong performances in the Chinese and European share markets Wall street made a 2% gain Acceleration in the virus … [Read more...]