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...]

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...]

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...]

In the May 2015 edition of the Market Update: Weak US Q1 2015 GDP was impacted by severe weather and port strikes Federal Reserve anticipated to delay decision on interest rate increases – remains data dependent Eurozone being positively impacted from early ECB QE implementation Global oil … [Read more...]