The June 2013 report, MLC’s investment perspective, scenario insights & portfolio positioning, states: "Policy makers were again the key drivers of financial markets during the June quarter." At Godfrey Pembroke we put investors at the centre of our thinking and focus on what really makes … [Read more...]
2013 June edition of Godfrey Pembroke Monthly Market Update
In the June 2013 edition of Market Update: Australian Federal Budget 2013/2014 forecast deficit of $19.4 billion US Federal Reserve’s quantitative easing comments spark uncertainty in global markets Australian dollar slides by 8% on the back of a stronger USD There’s more commentary, plus … [Read more...]
The role of shares in a portfolio: what history tells us
Share market performance over different periods gives perspective on the role of shares in a portfolio. You can read the full Investment Insight 2013 May here By Gareth Abley Head of Alternative Strategies MLC Investment Management … [Read more...]
MLC Strategic Overlay – Portfolio Design 2013 March
The March 2013 report, MLC’s view and Strategic Overlay positions, states: "The strong rise in the prices of riskier assets in 2012 and again in the first quarter of 2013 may seem to indicate that investors have become more optimistic about future economic fundamentals." At Godfrey Pembroke we … [Read more...]
MLC Strategic Overlay – Portfolio Design 2012 December
The December 2012 report, MLC’s view and Strategic Overlay positions, states: "After a year of double-digit equity market returns plus some strong returns in the riskiest bond markets, investors may be asking whether the developed world's problems are largely solved." At Godfrey Pembroke we … [Read more...]
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