In the August 2018 edition of the Market Update: US economic growth shot to an annualised 4.1% in the June quarter but the market is questioning whether this is sustainable. The impact of US and Chinese tariffs has been noticeable in Asian export growth but US manufacturing activity is yet … [Read more...]

The August 2018 report, MLC’s scenario insights & portfolio positioning, states: “Global growth is in low gear, the drivers of activity are changing, and downside risks persist”. At Godfrey Pembroke we put investors at the centre of our thinking and focus on what really makes an impact on … [Read more...]

In the July 2018 edition of the Market Update: US core consumer prices lifted in line with the Fed’s 2% inflation target, vindicating June’s rate hike. Slowing credit growth and infrastructure spending is pointing to softer Chinese growth for the June quarter. Australia’s labour market … [Read more...]

In this update, Bob Cunneen, Senior Economist, reviews events in markets during June with Portfolio Specialist, Sinead Rafferty. They discuss: Latest market movements across the world Concerns over the trade wars between the US and China, and the impact that the current process of … [Read more...]

In this update, Bob Cunneen, Senior Economist, reviews events in markets during May with Portfolio Specialist, Sinead Rafferty. He discusses: Political risks in Italy and Spain being a current source of weakness for European share markets The threat of trade war and what it could mean for … [Read more...]