MLC’s scenario insights & portfolio positioning report, October 2015, states:
“The September quarter market gyrations reflected conflicting data flows about when the US Federal Reserve (Fed) will start raising rates, how weak the Chinese economy is and what is going to happen to oil prices.”
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 – October 2015 here. This document is a detailed report intended for Advisers. It includes a number of useful visuals and charts for a comprehensive understanding.
You can read the Summary for Clients – Horizon here. This is a more concise and digestible report providing insights on the last quarter.
The Summary for Clients – Inflation Plus is available here. It is analogous to the Horizon summary, tailored for this portfolio.