The over-arching statement this quarter, remains the same. The January 2014 report, MLC’s scenario insights & portfolio positioning, states: "Maintaining a clear perspective on the underlying investment environment can be challenging when investor sentiment is subject to frequent … [Read more...]
2013 December edition of Godfrey Pembroke Monthly Market Update
In the December 2013 edition of Market Update: Global economies continue to gain traction – expecting more synchronised global growth in 2014 RBA remains on an easing bias – lower Interest rate environment in Australia set to continue through 2014 Australian residential housing shows further … [Read more...]
2013 November edition of Godfrey Pembroke Monthly Market Update
In the November 2013 edition of Market Update: US Government partial ‘shutdown’ dominated the headlines. Political game playing reached new high. US economy continues to grow, but at a slow pace. This month, the Australian dollar increased in value compared to most major … [Read more...]
MLC Strategic Overlay – Portfolio Design 2013 September
The September 2013 report, MLC’s scenario insights & portfolio positioning, states: "Maintaining a clear perspective on the underlying investment environment can be challenging when investor sentiment is subject to frequent reversals." At Godfrey Pembroke we put investors at the centre of … [Read more...]
2013 October edition of Godfrey Pembroke Monthly Market Update
In the October 2013 edition of Market Update: US Government focus on resolving Congress budget impasse Europe, Japan and China continuing to gain traction Election of Coalition Government and lower interest rates improving Australian Business and Consumer Confidence Australian residential … [Read more...]
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