The October 2020 report, MLC’s scenario insights & portfolio positioning states: After being challenged by stubbornly high inflation in the 1970’s, central banks spent the subsequent 30 years disinflating prices in the real economy (trying to get inflation back down towards a 2% target); the … [Read more...]
Archives for November 2020
2020 October edition of Godfrey Pembroke Monthly Market Update
In the October 2020 edition of the Market Update: The upcoming US presidential election is contributing to market volatility and raising fears of a disputed election result, which could lead to market instability. Attention shifted in September from monetary policy to fiscal policy as … [Read more...]
2020 October Monthly Economic update
In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during September. He discusses: The global share market had a negative return of -2.7% in September, after sharp gains in August The number of global new COVID-19 infection cases is nearing 300,000 per day The … [Read more...]