The July 2017 report, MLC’s scenario insights & portfolio positioning, states:
“Global growth over the past year has been close to long-term averages, with almost all major economies having expanded by early 2017. This is being supported by consumption growth (business investment is also showing signs of rebound) with unemployment continuing to decline. However, we still face a far from normal investment environment.”
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 – July 2017 here.