The April 2020 report, MLC’s scenario insights & portfolio positioning states:
‘As daily infections fall to a low level, pressure will mount on the politicians to listen less to the experts and more the idle masses’
‘All of us living through this pandemic will carry forward memories and learnings, both personal and professional, from this unfamiliar environment.’
At Godfrey Pembroke we put investors at the centre of our thinking and focus on what really makes an impact on investors 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 2020 here.