Greece's financial and economic difficulties have been ongoing for some years now. However, recent events involving Greece and its European partners have raised the risk of default and possible withdrawal from the euro. From a portfolio perspective, our clients have a zero, or close to zero … [Read more...]
2015 June edition of Godfrey Pembroke Monthly Market Update
In the June 2015 edition of the Market Update: Global growth continues a slow recovery US Federal Reserve remains data dependent on the road to interest rate normalisation Eurozone economic recovery continues on the back of the ECB’s quantitative easing China PBoC maintains a stimulus … [Read more...]
Darkest just before dawn: why it’s not the time to abandon active management.
In this article, Myooran Mahalingam looks at the pros and cons of active management in the current investment environment. The pros and cons of active management versus passive management is an age-old investment debate. In the last year, it’s been reinvigorated by the poor returns recently … [Read more...]
2015 June Monthly Economic update
This month, John Owen reviews events in markets during May. He discusses: How world share market performances were mixed in May The Australian dollar, which performed poorly against most of the major currencies (excluding the Japanese yen) How the accommodative monetary policies and … [Read more...]
2015 May Monthly Economic update
This month, Brian reviews events in markets during April. He discusses: How world share markets posted reasonable gains in April; Why the actions of the world’s major central banks are still crucial Why it still isn’t entirely clear that the recovery in the non-mining economy will be strong … [Read more...]
2015 May edition of Godfrey Pembroke Monthly Market Update
In the May 2015 edition of the Market Update: Weak US Q1 2015 GDP was impacted by severe weather and port strikes Federal Reserve anticipated to delay decision on interest rate increases – remains data dependent Eurozone being positively impacted from early ECB QE implementation Global oil … [Read more...]
Federal Budget 2015
The Coalition Government’s second Federal Budget proposed some important changes, particularly for families, retirees and small business owners. 2015 Federal Budget Summary The key initiatives in this year's Federal Budget are: Many lower income young families will benefit from greater … [Read more...]
2015 April edition of Godfrey Pembroke Monthly Market Update
In the April 2015 edition of the Market Update: US Federal Reserve reinforces a cautious approach to raising interest rates – entirely data dependent Eurozone growth showing some early positive signs of impact from ECB QE implementation Impact from lower oil prices yet to positively impact … [Read more...]
MLC Scenario Insights & Portfolio Positioning – April 2015
The April 2015 MLC Scenario Insights & Portfolio Positioning report states: “Describing what is – and what has been – is, by itself, a far cry from generating true investment insight. True insight requires much more. …During the March quarter, it wasn’t so much volatility within any … [Read more...]
2015 April Monthly Economic update
This month, Brian reviews events in markets during March. He discusses: how world share prices fell back a little in March, after some very sound gains in February how the good performance of share markets in Europe and Japan comes at a time when the financial woes in Greece haven’t been … [Read more...]
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