In the April 2017 edition of the Market Update: In March, global equity markets were quite mixed. US shares and bonds traded sideways as Donald Trump’s promise to repeal of the Affordable Care Act failed to gain congressional support, which has called into question whether his other policies, … [Read more...]

In this update, Bob Cunneen, Senior Economist talks to Jason Hazell, Head of Investment Communications, about key events driving markets during March. They discuss: the US Federal Reserve raising interest rates in March how financial markets are keenly awaiting the specific detail of … [Read more...]

In the March 2017 edition of the Market Update: In February, global equity markets continued to trend higher boosted by optimism about US growth and reasonably good economic and corporate earnings data. In the United States, the Standard & Poor’s 500 equity index rose 4.0% over the month … [Read more...]

The January 2017 report, MLC’s scenario insights & portfolio positioning, states: “Future market outcomes depend on where we start from, what changes along the path and the scenario that eventuates. As compared to the end of September, we are facing changes to both the starting point and the … [Read more...]

In this update, Bob Cunneen, Senior Economist and Porfolio Specialist, talks about key events driving markets during February. He discusses: President Trump’s bold stimulus promises, the prospect of higher US interest rates and the political risks in Europe continuing to be the major themes … [Read more...]

In the February 2017 edition of the Market Update: In January, global equity markets continued to rise with the US share market making fresh record highs as investors continued to react positively to Donald Trump’s election as 45th President of the United States. In the United States, the … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during January. He discusses: How US shares made record highs in January given President Trump's promises of corporate tax cuts and infrastructure spending Trade threats, the prospect of higher US interest rates … [Read more...]

In the January 2017 edition of the Market Update: In December global equity markets continued to make new highs as investors factored in stronger economic growth and higher corporate earnings in the United States following the US election in November. Oil prices rose 8.7% to US$53.75 per … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during December. He discusses: The major themes, which continued to be Trump's promises of corporate tax cuts and infrastructure spending, as well as political risks in Europe How global shares made strong gains … [Read more...]