“Many words have been written in recent years about the prospect of lower returns across major asset classes. And while markets have yet to experience a decline, the threat of either a prolonged period of lacklustre returns or widespread price declines is something that investors and fiduciaries should take very seriously.”
At Godfrey Pembroke we put investors at the centre of our thinking and focus on what really makes an impact on investor outcomes – asset allocation. With this in mind, we concentrate on finding the right allocations between asset classes and sub-asset classes and design portfolios which help investors achieve their financial goals.
Each quarter, this Strategic Overlay document explains MLC’s view on the market environment, scenarios that may play out and the drivers for the positioning of our clients’ diversified portfolios.
You can read the full MLC’s scenario insights & portfolio positioning – April 2017 here.