The July 2014 report, MLC’s scenario insights & portfolio positioning, states: “We continue to invest in extraordinary times. Rising financial markets give us the impression of a return to normality, but we have seen before that this can be illusory.” At Godfrey Pembroke we put investors … [Read more...]
2014 July Monthly Economic update
This month, Brian reviews events in markets during June. He discusses: why central banks’ actions remain critical for financial markets how monetary policy generally remains very loose, with very low interest rates creating a positive environment for share markets whether Australia’s … [Read more...]
2014 July edition of Godfrey Pembroke Monthly Market Update
In the July 2014 edition of Market Update: Continued improvement in US economic growth following a revised down Q1 GDP of -2.9%. European economic data impacted by the Iraq civil war crisis. Chinese economy stabilising, with manufacturing data at a six month high. Australian economic data … [Read more...]
2014 June edition of Godfrey Pembroke Monthly Market Update
In the June 2014 edition of Market Update: US GDP growth paused in the March quarter, but indicators point to a strong bounce back in the June quarter. NAB has changed its interest rate call and now expects that we’re at the bottom of the interest rate cycle. Partial economic indicators … [Read more...]
2014 June Monthly Economic update
This month, Brian reviews events in markets during May. He discusses: How monetary policy generally remains very loose, despite the US Federal Reserve’s "tapering"; Why there's plenty of money still searching for higher returns, creating a positive environment for financial markets; Why the … [Read more...]
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