In the January 2015 edition of Market Update: Oil prices continue their sharp decline through December. Global bond yields continue to fall on the back of deflationary forces. The Shanghai Composite Index rises 20% in December on the back of interest rate cuts by the PBoC. US economic data … [Read more...]
2014 December edition of Godfrey Pembroke Monthly Market Update
In the December 2014 edition of Market Update: Oil prices decline sharply through November. Global equity markets continued to rally strongly, although Australia did not participate. US economic data continues to show a sustainable recovery. Weak economic data across the Eurozone continues … [Read more...]
End of Year News and Happy Christmas!
This Christmas period is destined to be a little busier than most for us because: * After 23 years in Melbourne Street NORTH ADELAIDE, we are moving! * We are also completing a full upgrade and replacement of our IT systems; * And we have a much larger than normal workload that we need to … [Read more...]
2014 November edition of Godfrey Pembroke Monthly Market Update
In the November 2014 edition of Market Update: Global equity markets rebound strongly in October. Japanese extend Quantitative Easing (QE) by ¥30 trillion pa to ¥80 trillion pa. US completes dial down of QE3 and economic recovery continues to support global growth in 2015. Eurozone still … [Read more...]
MLC’s Scenario Insights & Portfolio Positioning – October 2014
The October 2014 report, MLC’s scenario insights & portfolio positioning, states: “The investment environment is starting to change, fracturing the prevailing uneasy peace in financial markets.” At Godfrey Pembroke we put investors at the centre of our thinking and focus on what really … [Read more...]
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