In the September edition of the Market Update: Global equity markets in sharp correction China’s weaker economic data unsettles investors US economic data continues to improve Focus on timing of the US Federal Reserve’s commencement of normalising interest rates Eurozone data maintains … [Read more...]
2015 August edition of Godfrey Pembroke Monthly Market Update
In the August 2015 edition of the Market Update: The Greece debt crisis has diminished as a concern for investors China’s Shanghai Composite Index remains volatile US economic data continues a positive trend Further positive growth signs in the Eurozone China’s PBoC remains on a … [Read more...]
MLC’s scenario insights & portfolio positioning – July 2015
The July 2015 report, MLC’s scenario insights & portfolio positioning, states: “As we have outlined previously, today’s investment environment remains very difficult. The investment challenge is what to do in a world in which everything is expensive, there is no place to hide, and almost … [Read more...]
2015 July edition of Godfrey Pembroke Monthly Market Update
In the July 2015 edition of the Market Update: Greece debt crisis unsettles global equity markets China Shanghai Composite Index down 25% during June – but up 150% in 12 months US continues to be the engine of global growth Quantitative easing reflected in improving Eurozone economic data … [Read more...]
2015 June edition of Godfrey Pembroke Monthly Market Update
In the June 2015 edition of the Market Update: Global growth continues a slow recovery US Federal Reserve remains data dependent on the road to interest rate normalisation Eurozone economic recovery continues on the back of the ECB’s quantitative easing China PBoC maintains a stimulus … [Read more...]
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