In the June 2018 edition of the Market Update: Inflation continues to creep higher and is close to or at 2% in major developed markets, although core measures of inflation remain below target. Despite slower-than-expected March-quarter growth in the US, there are signs of a stronger June … [Read more...]

The March 2018 report, MLC’s scenario insights & portfolio positioning, states: "The future is not preordained, and so is not predictable. However, while uncertainty can’t be eliminated, we can generate an understanding of what the future could hold." At Godfrey Pembroke, we put investors … [Read more...]

In the May 2018 edition of the Market Update: The global economy lost some momentum in the March quarter, but fundamentals remain robust. US core inflation measures are rising, which is flowing through to longer-term expectations and pushing yields higher. The threat of a trade war … [Read more...]

In the April 2018 edition of the Market Update: The global economy is maintaining momentum and inflation is gradually moving higher in line with central bank targets. Growth in US average hourly earnings is still not showing conclusive evidence of a sustained pickup in wages. The threat … [Read more...]

In this update, Bob Cunneen, Senior Economist, and Sinead Rafferty, Portfolio Specialist, reviews events in markets during April. He discusses: European and Japanese markets outperforming the US in recent weeks The market impact of the recent budget announcement The impact of rising … [Read more...]