The July 2017 report, MLC’s scenario insights & portfolio positioning, states: “Global growth over the past year has been close to long-term averages, with almost all major economies having expanded by early 2017. This is being supported by consumption growth (business investment is also … [Read more...]

In the July 2017 edition of the Market Update: In June markets were influenced by political developments in the UK and US and more hawkish commentary from central bankers suggesting that soft inflation is only transitory. European equities lost 2.8% in June after two Italian banks were … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during May. He discusses: Australian shares delivering a disappointing monthly performance US and European share markets making solid gains in May The political risks in Europe, the Middle East and North Korea … [Read more...]

In the June 2017 edition of the Market Update: Markets in May were heavily influenced by political developments in the major economies. European equities returned 2.6% in May helped by Emmanuel Macron’s convincing win in the French Presidential election. In the middle of the month … [Read more...]

In the May 2017 edition of the Market Update: Equity markets rose in April helped by political developments in Europe and solid US corporate earnings reports. In the United States, the technology-laden NASDAQ Composite Index rose to all-time highs, boosted by strong earnings results from the … [Read more...]