In the January 2019 edition of the Market Update: December market performance China and the US reached a trade war détente Eurozone GDP growth is disappointing Australian GDP growth slowed significantly in the September quarter The S&P/ ASX 200 Index fell 0.1% in December The … [Read more...]

In the August 2018 edition of the Market Update: US economic growth shot to an annualised 4.1% in the June quarter but the market is questioning whether this is sustainable. The impact of US and Chinese tariffs has been noticeable in Asian export growth but US manufacturing activity is yet … [Read more...]

The August 2018 report, MLC’s scenario insights & portfolio positioning, states: “Global growth is in low gear, the drivers of activity are changing, and downside risks persist”. At Godfrey Pembroke we put investors at the centre of our thinking and focus on what really makes an impact on … [Read more...]

In the July 2018 edition of the Market Update: US core consumer prices lifted in line with the Fed’s 2% inflation target, vindicating June’s rate hike. Slowing credit growth and infrastructure spending is pointing to softer Chinese growth for the June quarter. Australia’s labour market … [Read more...]

In this update, Bob Cunneen, Senior Economist, reviews events in markets during June with Portfolio Specialist, Sinead Rafferty. They discuss: Latest market movements across the world Concerns over the trade wars between the US and China, and the impact that the current process of … [Read more...]

In this update, Bob Cunneen, Senior Economist, reviews events in markets during May with Portfolio Specialist, Sinead Rafferty. He discusses: Political risks in Italy and Spain being a current source of weakness for European share markets The threat of trade war and what it could mean for … [Read more...]

In the June 2018 edition of the Market Update: Inflation continues to creep higher and is close to or at 2% in major developed markets, although core measures of inflation remain below target. Despite slower-than-expected March-quarter growth in the US, there are signs of a stronger June … [Read more...]

The March 2018 report, MLC’s scenario insights & portfolio positioning, states: "The future is not preordained, and so is not predictable. However, while uncertainty can’t be eliminated, we can generate an understanding of what the future could hold." At Godfrey Pembroke, we put investors … [Read more...]

In the May 2018 edition of the Market Update: The global economy lost some momentum in the March quarter, but fundamentals remain robust. US core inflation measures are rising, which is flowing through to longer-term expectations and pushing yields higher. The threat of a trade war … [Read more...]

In the April 2018 edition of the Market Update: The global economy is maintaining momentum and inflation is gradually moving higher in line with central bank targets. Growth in US average hourly earnings is still not showing conclusive evidence of a sustained pickup in wages. The threat … [Read more...]