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...]
2014 October edition of Godfrey Pembroke Monthly Market Update
In the October 2014 edition of Market Update: Continuing geopolitical tensions in Ukraine and the Middle East and concerns over the Ebola virus dominate global events. Stronger US dollar due to global currency realignments in September. Further expansion of US economic growth provides a … [Read more...]
2014 September edition of Godfrey Pembroke Monthly Market Update
In the September 2014 edition of Market Update: Heightened geopolitical tensions in Ukraine and the Middle East continue to dominate global equity markets. Economic growth in the US remains strong, with Q2 GDP revised upwards from 4.0% to 4.2%. European data remains weak, particularly … [Read more...]
2014 August edition of Godfrey Pembroke Monthly Market Update
In the August 2014 edition of Market Update: Ukrainian and Middle Eastern geopolitics, and an Argentinian default, dominate global equity markets. Strong rebound in US economic growth with Q2 GDP at 4% Chinese economy continues to stabilise, with a further improvement in manufacturing … [Read more...]
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