The October 2017 report, MLC’s scenario insights & portfolio positioning, states:
“As we noted in last quarter’s briefing, we may be witnessing the beginning of the end of an era. If so, expect this to challenge asset prices, inflated by the presumption of low rates and easy money.”
At Godfrey Pembroke we focus on what 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, the Scenario Insights 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. Dr Susan Gosling, Dr Ben McCaw and their team provide this valuable information on a consistent basis and we share it with you so that you may better understand the process we follow and apply.
You can read the full MLC’s scenario insights & portfolio positioning – October 2017 here.