In the April 2015 edition of the Market Update: US Federal Reserve reinforces a cautious approach to raising interest rates – entirely data dependent Eurozone growth showing some early positive signs of impact from ECB QE implementation Impact from lower oil prices yet to positively impact … [Read more...]

The April 2015 MLC Scenario Insights & Portfolio Positioning report states: “Describing what is – and what has been – is, by itself, a far cry from generating true investment insight. True insight requires much more. …During the March quarter, it wasn’t so much volatility within any … [Read more...]

In the March 2015 edition of the Market Update: Global growth has improved following Central Bank monetary stimulus Oil prices remain volatile, the price range has stabilised, and will provide stimulus to global growth US economic data remains in recovery mode with improving consumer … [Read more...]

In the February 2015 edition of Market Update: Global Central Banks continue to lower interest rates. The RBA cuts the cash rate by 25bp to 2.25% (February 2015). The ECB finally announces Quantitative Easing - €60bper month. Oil prices declined again in January – represents a 47% decline … [Read more...]

The January 2015 report, MLC’s scenario insights & portfolio positioning, states: “Every now and again, something shocks the global economy – and when this happens prices can move abruptly and the anchors underpinning market pricing, however well set, become unstuck… In the December quarter … [Read more...]