The July 2014 report, MLC’s scenario insights & portfolio positioning, states: “We continue to invest in extraordinary times. Rising financial markets give us the impression of a return to normality, but we have seen before that this can be illusory.” At Godfrey Pembroke we put investors … [Read more...]
2014 July edition of Godfrey Pembroke Monthly Market Update
In the July 2014 edition of Market Update: Continued improvement in US economic growth following a revised down Q1 GDP of -2.9%. European economic data impacted by the Iraq civil war crisis. Chinese economy stabilising, with manufacturing data at a six month high. Australian economic data … [Read more...]
2014 June edition of Godfrey Pembroke Monthly Market Update
In the June 2014 edition of Market Update: US GDP growth paused in the March quarter, but indicators point to a strong bounce back in the June quarter. NAB has changed its interest rate call and now expects that we’re at the bottom of the interest rate cycle. Partial economic indicators … [Read more...]
2014 May edition of Godfrey Pembroke Monthly Market Update
In the May 2014 edition of Market Update: Global growth has returned to around its long-term trend. US showing positive signs of economic recovery from the weaker weather related first quarter. Eurozone business expansion is improving and nearing a 3 year peak. China responds to slower … [Read more...]
Godfrey Pembroke’s Analysis
In one of the more highly anticipated Federal Budgets, the Government announced major changes that are likely to touch almost everyone in the community. CLICK HERE for the list of Key Proposals and Godfrey Pembroke’s analysis on the Federal Budget 2014. … [Read more...]
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