In the June 2019 edition of the Market Update: The US-China trade dispute has raised fears of potential long-term damage to the global economy US fed officials concern of a cycle of low inflation expectations Europe is battling low inflation, with trade fears as a tense Europe-wide … [Read more...]
MLC’s scenario insights & portfolio positioning report – May 2019
The May 2019 report, MLC’s scenario insights & portfolio positing states: “Over the past 10 years investors have enjoyed strong returns that have reinforced a belief that the world’s problems are largely solved, but recent market volatilities hint at underlying vulnerabilities.” At … [Read more...]
Federal Budget 2019
Treasurer Josh Frydenberg’s first Budget focuses on reducing the tax burden for the majority of working Australians, greater superannuation flexibility for retirees and a one off energy relief payment for eligible income support recipients. To read further, download the 2019 Federal Budget … [Read more...]
MLC’s scenario insights & portfolio positioning report – February 2019
At Godfrey Pembroke, we put investors at the centre of our thinking and focus on what really makes an impact on investor outcomes – asset allocation. With this in mind, we concentrate on finding the right allocations between asset classes and sub-asset classes and design portfolios which help … [Read more...]
2019 January edition of Godfrey Pembroke Monthly Market Update
In the January 2019 edition of the Market Update: December market performance China and the US reached a trade war détente Eurozone GDP growth is disappointing Australian GDP growth slowed significantly in the September quarter The S&P/ ASX 200 Index fell 0.1% in December The … [Read more...]
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