In this update, Bob Cunneen, Senior Economist, and Sinead Rafferty, Portfolio Specialist, reviews events in markets during April. He discusses: European and Japanese markets outperforming the US in recent weeks The market impact of the recent budget announcement The impact of rising … [Read more...]

In this update, Bob Cunneen, Senior Economist, reviews events in markets during March with Myooran Mahalingam, Global Equities and Listed Property Portfolio Manager. He discusses: Latest market movements Trade wars and their implications for economic growth Watch the MLC Economic … [Read more...]

In the March 2018 edition of the Market Update: Perhaps paradoxically, February’s market turmoil was a response to signs that the global economy is reducing slack. US employment and wage indicators led investors to take a more “inflationist” view, with a rise in yields pre-empting future Fed … [Read more...]

In this update, Bob Cunneen, MLC’s Senior Economist, reviews events in markets during February with Jason Hazell, Head of Investment Communications. He discusses: Which key events that have been driving the markets. Watch the MLC Economic update – March 2018 video … [Read more...]

In the February 2018 edition of the Market Update: The global economy is benefiting from a broadbased, cyclical recovery, supported by higher levels of investment and accommodative monetary policy. The US economy ended 2017 on a slightly shaky footing, although the overall employment … [Read more...]

In this update, Bob Cunneen, Senior Economist, reviews events in markets during January. He discusses: the recent volatility in investment markets and what might happen over the next couple of months the performance of the Australian share market during January. Watch the MLC Economic … [Read more...]

The January 2018 report (covering the period October 2017 – December 2017), MLC’s scenario insights & portfolio positioning, states: “Investing is hard work. Not for the physical labour, but for the amount of energy that must necessarily be spent assessing the diverse array of … [Read more...]

In the January edition of the Market Update: As was strongly anticipated by the market, the US Fed lifted the funds rate to 1.5% in mid-December. The US economy appears to be operating near capacity, with an unemployment rate of just 4.1% and an underemployment rate of 8% – the lowest since … [Read more...]