In the December 2016 edition of the Market Update: In November equity markets were boosted by Donald Trump’s election victory as investors bet that his policies will be better for business and likely to lead to stronger US economic growth. Oil prices rose 5.5% to US$49.41 per barrel (WTI) … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during November. He discusses: How US shares and bond yields surged higher given President-elect Donald Trump's promises of corporate tax cuts and infrastructure spending The solid gains recorded by global shares, … [Read more...]

In the November 2016 edition of the Market Update: In October equity and bond markets were both a little weaker as investors worried about higher US interest rates and the outcome of the US elections. Crude oil prices were about 3% weaker as oil producer nations failed to agree to production … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during October. He discusses: The softer performance of global shares How the prospect for higher US interest rates and a close Presidential election caused US shares to fall, and How our inflation rate picked … [Read more...]

The October 2016 report, MLC’s scenario insights & portfolio positioning, states: “Apparently oblivious to mounting evidence to the contrary, policy makers are persisting with the notion that if they can get interest rates low enough it will encourage consumers to spend and companies to … [Read more...]

In the October 2016 edition of the Market Update: In September equity and bond markets were dominated by investor concerns around the timing of the next US interest rate hike. Crude oil prices rose 8% on talks from producer countries of possible cuts to oil production levels. Chinese … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during September. He discusses: How European shares edged lower due to the concerns over the health of Europe's banking system The timing for higher US interest rates being a key issue driving global markets … [Read more...]

In the September 2016 edition of the Market Update: Equities traded in a relative tight range in August but finished modestly higher Crude oil prices recovered 7.5% on talks of possible production freezes from OPEC and non-OPEC countries when they meet in late September China economic … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during August. He discusses: August featuring only mild gains for global shares How positive and improved US economic activity has "strengthened" … [Read more...]

The August 2016 report, MLC’s scenario insights & portfolio positioning, states: “Financial markets are not just affected by news, but by how news differs from expectations. At the end of the June quarter, investors were disappointed at the outcome of the Brexit referendum. Most economists … [Read more...]