In this update, Bob Cunneen, Senior Economist, reviews events in markets during February. He discusses: Global share markets delivered a 1.4% return in February The number of global daily infection cases has decreased significantly, from 700,000 weekly to around 350,000 weekly … [Read more...]
2021 March edition of the Monthly Market Update
In the March 2021 edition of the Market Update: Economic data confirms a sufficiently V-shaped recovery, but growth has not been even across regions and downside risks remain. The $1.9 trillion American Rescue Plan is set to move through congress and includes a third stimulus payment of … [Read more...]
2021 February edition of the Monthly Market Update
In the February 2021 edition of the Market Update: Macroeconomic indicators remain robust, but vaccine supply delays in some regions and the emergence of new Covid-19 strains have dampened sentiment. The US congress is negotiating President Biden’s proposed US$1.9 trillion stimulus package, … [Read more...]
The 3 I’s: inflation, interest rates and investing
Having greater exposure to risk in the current environment where interest rates are more likely to rise than fall further, leaves portfolios vulnerable to losses if the interest rate regime suddenly shifts higher. In response, with the risk of both inflation and continued disinflation at the fore, … [Read more...]
MLC’s scenario insights & portfolio positioning report – January 2021
In the January 2021 report Al Clark, Head of Investments, Ben McCaw, Senior Portfolio Manager, and John Woods, Portfolio Manager, explain MLC's assessment of the current market environment, pandemic scenarios that may play out, and how MLC multi-asset portfolios are positioned. This update includes … [Read more...]
2021 January edition of the Monthly Market Update
In the January 2021 edition of the Market Update: Globally there were over 85 million confirmed Covid-19 cases at the start of January and over 20 million in the United States alone. Democrat wins in the Georgia runoff election will give the incoming Biden administration more flexibility … [Read more...]
2020 December Monthly Economic update
In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during November. He discusses: Global share markets made a gain of around 11% in November There has been very encouraging economic data coming out of the US and China, suggesting that a global recovery has begun … [Read more...]
2020 December edition of Godfrey Pembroke Monthly Market Update
In the December 2020 edition of the Market Update: Joe Biden is the projected winner of the US presidential election, with the passing of the ‘safe harbour’ deadline making it hard for legal challenges to change the outcome. Globally there were over 60 million confirmed Covid-19 cases at the … [Read more...]
Godfrey Pembroke Outlook Summer 2020
Welcome to GPL Outlook Summer 2020 edition. I hope you find the below article interesting and informative. In this edition of the Outlook, we look at Socially Responsible Investing (SRI): How to leave a sustainable legacy. Most of us want to do good for the world. Socially responsible investing … [Read more...]
2020 Christmas Wishes
Our office will be closed from 12pm Wednesday, 23 December 2020 and will re-open at 8.30am, Monday 11 January 2021. We would like to wish you a Merry Christmas and a safe and happy New Year. … [Read more...]
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