The August 2016 report, MLC’s scenario insights & portfolio positioning, states: “Financial markets are not just affected by news, but by how news differs from expectations. At the end of the June quarter, investors were disappointed at the outcome of the Brexit referendum. Most economists … [Read more...]

In the August 2016 edition of the Market Update: Following the sell-off in equities after the UK’s Brexit decision, equities staged a strong recovery in July, helped by expectations of more central bank stimulus measures in the major economies. Crude oil prices fell 14% on renewed concerns … [Read more...]

In the July 2016 edition of the Market Update: After strong rises in equity prices off the lows in February, developed market equities were weaker in June, follow the decision by voters in the UK to elect to leave the European Union (“Brexit”). Gold prices rose 9% in June and crude oil … [Read more...]

In the June 2016 edition of the Market Update: The recovery in equity and commodity prices from February lows continued into May with the third straight month of equity and commodity price rises. Oil prices continued to move higher, up another 7% in May. Iron ore prices gave back their … [Read more...]

In the May 2016 edition of the Market Update: The recovery in equity and commodity prices continued in April, helped by reasonable economic data and commentary from central banks that implied interest rates would remain lower for longer. Oil prices continued to move higher, up another 20% in … [Read more...]