In the September 2020 edition of the Market Update: The global economic recovery continues, however growth is uneven across regions and there were signs of a loss of momentum in Europe through the September quarter. US President Trump stepped up his trade rhetoric ahead of the presidential … [Read more...]
2020 August edition of Godfrey Pembroke Monthly Market Update
In the August 2020 edition of the Market Update: The impact of the Covid-19 pandemic on the global economy has been profound, especially in emerging, low-income economies with limited health care capacity. Trade tensions between the US and China added to market volatility, while the outcome … [Read more...]
2020 August Monthly Economic update
In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during July. He discusses: Despite economic stresses, major share markets continued to rise in July as investors remain buoyed by supportive central bank policies China’s share market gained 9% in July, while … [Read more...]
MLC’s scenario insights & portfolio positioning report – July 2020
The July 2020 report, MLC’s scenario insights & portfolio positioning states: ‘In this unprecedented COVID-19 pandemic environment, investors are searching for ways to protect themselves against extreme market volatility as many find themselves with more risk in their portfolios than … [Read more...]
‘Financial repression’ driving investors into shares
March 2020 saw the fastest US share market sell-off in history, only to be followed by the strongest every 50 day positive return. No wonder investors are searching for ways to protect themselves from extreme volatility. Despite diversification being compromised, responsible investors can’t give … [Read more...]
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