The October 2017 report, MLC’s scenario insights & portfolio positioning, states: “As we noted in last quarter’s briefing, we may be witnessing the beginning of the end of an era. If so, expect this to challenge asset prices, inflated by the presumption of low rates and easy money.” At … [Read more...]

In the September 2017 edition of the Market Update: Economic data released over the past month has continued to paint a relatively good picture of global growth with most of the major economies experiencing accelerating economic growth in the June quarter. Geopolitical tensions remained … [Read more...]

In the August 2017 edition of the Market Update: In a relatively quiet month for economic and policy news, global equity prices rose, helped by corporate earnings reports in the United States and Europe that were relatively strong. The US Dollar fell 2.9% against a trade-weighted basket of … [Read more...]

The July 2017 report, MLC’s scenario insights & portfolio positioning, states: “Global growth over the past year has been close to long-term averages, with almost all major economies having expanded by early 2017. This is being supported by consumption growth (business investment is also … [Read more...]

In the July 2017 edition of the Market Update: In June markets were influenced by political developments in the UK and US and more hawkish commentary from central bankers suggesting that soft inflation is only transitory. European equities lost 2.8% in June after two Italian banks were … [Read more...]