In this update, Bob Cunneen, Senior Economist, reviews events in markets during February. He discusses: Global share markets delivered a 1.4% return in February The number of global daily infection cases has decreased significantly, from 700,000 weekly to around 350,000 weekly … [Read more...]
2021 March edition of the Monthly Market Update
In the March 2021 edition of the Market Update: Economic data confirms a sufficiently V-shaped recovery, but growth has not been even across regions and downside risks remain. The $1.9 trillion American Rescue Plan is set to move through congress and includes a third stimulus payment of … [Read more...]
2021 February edition of the Monthly Market Update
In the February 2021 edition of the Market Update: Macroeconomic indicators remain robust, but vaccine supply delays in some regions and the emergence of new Covid-19 strains have dampened sentiment. The US congress is negotiating President Biden’s proposed US$1.9 trillion stimulus package, … [Read more...]
The 3 I’s: inflation, interest rates and investing
Having greater exposure to risk in the current environment where interest rates are more likely to rise than fall further, leaves portfolios vulnerable to losses if the interest rate regime suddenly shifts higher. In response, with the risk of both inflation and continued disinflation at the fore, … [Read more...]
MLC’s scenario insights & portfolio positioning report – January 2021
In the January 2021 report Al Clark, Head of Investments, Ben McCaw, Senior Portfolio Manager, and John Woods, Portfolio Manager, explain MLC's assessment of the current market environment, pandemic scenarios that may play out, and how MLC multi-asset portfolios are positioned. This update includes … [Read more...]
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