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...]

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...]

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...]

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...]

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...]