The January 2018 report (covering the period October 2017 – December 2017), MLC’s scenario insights & portfolio positioning, states: “Investing is hard work. Not for the physical labour, but for the amount of energy that must necessarily be spent assessing the diverse array of … [Read more...]

In the January edition of the Market Update: As was strongly anticipated by the market, the US Fed lifted the funds rate to 1.5% in mid-December. The US economy appears to be operating near capacity, with an unemployment rate of just 4.1% and an underemployment rate of 8% – the lowest since … [Read more...]

In the December 2017 edition of the Market Update: The global economy continues to generate synchronised growth and markets are expecting these conditions to continue into 2018. In the US, both houses of Congress have approved bills to reform and lower corporate and personal taxes paving the … [Read more...]

In the November 2017 edition of the Market Update: Recent economic data continues to show that the major economies are all growing and that global growth is accelerating. In Japan, the recent elections returned Prime Minister Shizo Abe’s Liberal Democratic Party with a larger majority … [Read more...]

In the October 2017 edition of the Market Update: Economic data released over the past month has continued to give investors optimism that the global economy is experiencing synchronised growth for the first time in many years. Investor concern over tensions between the United States and … [Read more...]