In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during October. He discusses: Global share markets are up 2%, influenced by the American and European central banks cutting interest rates The European market was the outperformer, shares up 3.6% Trade tensions … [Read more...]

In the October 2019 edition of the Market Update: The US is at risk of a recession, however, inflation remains above target and wages are expected to rise The global downturn in manufacturing is deepening Boris Johnson remains hamstrung by UK parliament and will continue negotiating the … [Read more...]

In the September 2019 edition of the Market Update: The US economy remains supported by robust consumer spending and jobs growth, but trade uncertainty is having a negative effect on business investment Markets strongly expect the US Fed to lower interest rates at its September meeting as … [Read more...]

In this update, Bob Cunneen, Senior Economist, reviews events in markets during September. He discusses: The US and China have agreed to resume trade negotiations Brexit has caused The German Dax to fall 2% and the British share market fell by 4% The European central bank has signalled … [Read more...]

The August 2019 report, MLC’s scenario insights & portfolio positioning states: “The past six months have seen monetary policy once again propelling share and fixed income markets higher. Lower rates are forcing investors up the risk spectrum.” At Godfrey Pembroke we put investors at the … [Read more...]