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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