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...]
2015 March Monthly Economic update
This month, Brian reviews events in markets during February. He discusses: How world share markets rose over the month, supported by central bank policies of keeping interest rates very low; How Greece’s agreement with European authorities to extend its bailout deal boosted the Greek share … [Read more...]
2015 March edition of Godfrey Pembroke Monthly Market Update
In the March 2015 edition of the Market Update: Global growth has improved following Central Bank monetary stimulus Oil prices remain volatile, the price range has stabilised, and will provide stimulus to global growth US economic data remains in recovery mode with improving consumer … [Read more...]
2015 February edition of Godfrey Pembroke Monthly Market Update
In the February 2015 edition of Market Update: Global Central Banks continue to lower interest rates. The RBA cuts the cash rate by 25bp to 2.25% (February 2015). The ECB finally announces Quantitative Easing - €60bper month. Oil prices declined again in January – represents a 47% decline … [Read more...]
2015 February Monthly Economic update
In the latest update, Brian reviews events in markets during January. He discusses: How most world share markets rose over the month, other than the US Why renewed concerns about the health of the world economy have caused some central banks to ease monetary policy Why Australia’s investment … [Read more...]
The European Central Bank finally delivers on quantitative easing
In this article, Brian Parker looks at the European Central Bank’s recent announcement of a massive program of quantitative easing (QE). “While the QE measures just announced are better than hoped for, more needs to be done to address the Eurozone’s structural problems.” Brian discusses the … [Read more...]
MLC’s Scenario Insights & Portfolio Positioning – January 2015
The January 2015 report, MLC’s scenario insights & portfolio positioning, states: “Every now and again, something shocks the global economy – and when this happens prices can move abruptly and the anchors underpinning market pricing, however well set, become unstuck… In the December quarter … [Read more...]
2015 January edition of Godfrey Pembroke Monthly Market Update
In the January 2015 edition of Market Update: Oil prices continue their sharp decline through December. Global bond yields continue to fall on the back of deflationary forces. The Shanghai Composite Index rises 20% in December on the back of interest rate cuts by the PBoC. US economic data … [Read more...]
2015 January Monthly Economic update
This month, Brian reviews events in markets during December. He discusses: Why many world share markets had a fairly weak month, an exception being strong performance by China’s market; How Australian shares made solid gains for the month and most asset classes delivered quite good returns to … [Read more...]
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