The March 2016 report, MLC’s scenario insights & portfolio positioning, states: “… on average, looking across the whole scenario set, the potential reward for taking additional risk has improved, but is still limited… looking across the range of future possibilities and using our assessment … [Read more...]

In the April 2016 edition of the Market Update: Equity and commodity markets continued to recover off their mid-February lows helped by reasonable economic data, supportive central banks and improved sentiment; Oil prices continued to move higher, up another 13% in March China economic data … [Read more...]

This month, John Owen reviews events in markets during March. He discusses: How after a weak start to the new calendar year, asset class returns were back in positive territory in March All of the world’s major share markets recording good gains during the month The actions of central banks … [Read more...]

In the March 2016 edition of the Market Update: Global equity markets continued to correct through February but stage an early March recovery Oil prices staged a strong recovery from mid-February – up 37% China economic data continued to consolidate and targets 6.5% minimum growth US … [Read more...]

This month, John Owen reviews events in markets during February. He discusses: How the investment landscape in February was another challenging one for investors How most market returns were in negative territory (in local currency terms) Resource and energy companies being positive … [Read more...]

John Owen, Portfolio Specialist, discusses the recent volatility of global and Australian share markets and how MLC’s portfolios are positioned. In the latest update, John reviews events in markets during January. He discusses: The year beginning with considerable market volatility How a … [Read more...]

In the February 2016 edition of the Market Update: Global equity markets were sharply lower in January Oil price volatility was the dominant reason for the global uncertainties China economic data marginally weaker but signs of stabilisation emerging US economic data mixed but remains … [Read more...]

Following recent market declines, Ben McCaw, Portfolio Manager, discusses what’s currently happening in markets, the impact of monetary policy and how MLC’s portfolios are positioned. You can read the full Investment Insight 2016 January here. by Ben McCaw Portfolio Manager Capital Markets … [Read more...]

The January 2016 report, MLC’s scenario insights & portfolio positioning, states: “This quarter again begins laced with a feeling of déjà vu as monetary policy once more dominated the flow of news.” At Godfrey Pembroke we put investors at the centre of our thinking and focus on what really … [Read more...]