The August 2019 report, MLC’s scenario insights & portfolio positioning states: “The past six months have seen monetary policy once again propelling share and fixed income markets higher. Lower rates are forcing investors up the risk spectrum.” At Godfrey Pembroke we put investors at the … [Read more...]

In the August 2019 edition of the Market Update: Central banks have engaged in a policy reversal in response to weaker economic growth and the uncertainties associated with the US-China trade conflict. US inflation has inched higher, but core CPI measures and sluggish wages growth still … [Read more...]

In this update, Bob Cunneen, Senior Economist, reviews events in markets during August. He discusses: The trade war between China and the US has intensified with Trump increasing tariffs – causing global share markets to fall 2% The June quarter economic activity data, saw Germany and … [Read more...]

In the July 2019 edition of the Market Update: Softer US inflation and PMI figures have dimmed the growth outlook, although further labour market tightening may avert a Fed rate cut for the time being. The trade situation remains the key issue for the global economy, with uncertainty … [Read more...]

In this update, Bob Cunneen, Senior Economist, and Sinead Rafferty, Portfolio Specialist, review events in markets during June. He discusses: The reason for strong performing global markets after May American and European Central Bank indicated they were prepared to cut interest rates … [Read more...]

In the June 2019 edition of the Market Update: The US-China trade dispute has raised fears of potential long-term damage to the global economy US fed officials concern of a cycle of low inflation expectations Europe is battling low inflation, with trade fears as a tense Europe-wide … [Read more...]

 The May 2019 report, MLC’s scenario insights & portfolio positing states:  “Over the past 10 years investors have enjoyed strong returns that have reinforced a belief that the world’s problems are largely solved, but recent market volatilities hint at underlying vulnerabilities.”  At … [Read more...]

In this update, Bob Cunneen, Senior Economist, reviews events in markets during December 2018. He discusses: the reasons behind the recent falls in global share markets latest market movements in Australia Watch the MLC Economic update – January 2019 video … [Read more...]

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 … [Read more...]