In the March 2017 edition of the Market Update: In February, global equity markets continued to trend higher boosted by optimism about US growth and reasonably good economic and corporate earnings data. In the United States, the Standard & Poor’s 500 equity index rose 4.0% over the month … [Read more...]
MLC’s scenario insights & portfolio positioning report – January 2017
The January 2017 report, MLC’s scenario insights & portfolio positioning, states: “Future market outcomes depend on where we start from, what changes along the path and the scenario that eventuates. As compared to the end of September, we are facing changes to both the starting point and the … [Read more...]
2017 March Monthly Economic update
In this update, Bob Cunneen, Senior Economist and Porfolio Specialist, talks about key events driving markets during February. He discusses: President Trump’s bold stimulus promises, the prospect of higher US interest rates and the political risks in Europe continuing to be the major themes … [Read more...]
2017 February edition of Godfrey Pembroke Monthly Market Update
In the February 2017 edition of the Market Update: In January, global equity markets continued to rise with the US share market making fresh record highs as investors continued to react positively to Donald Trump’s election as 45th President of the United States. In the United States, the … [Read more...]
2017 February Monthly Economic update
In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during January. He discusses: How US shares made record highs in January given President Trump's promises of corporate tax cuts and infrastructure spending Trade threats, the prospect of higher US interest rates … [Read more...]
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