In the August 2014 edition of Market Update: Ukrainian and Middle Eastern geopolitics, and an Argentinian default, dominate global equity markets. Strong rebound in US economic growth with Q2 GDP at 4% Chinese economy continues to stabilise, with a further improvement in manufacturing … [Read more...]
2014 August Monthly Economic update
This month, Brian reviews events in markets during July. He discusses: How Australia's market had a very strong month, while world share markets delivered mixed performance Why economic news from the US and recent data from China are positive, but Europe's recovery remains very … [Read more...]
Current geopolitical risks and the parallel universe of financial markets
In this article, Brian Parker looks at why geopolitical risks are front of mind for many investors right now. News headlines and television coverage are truly frightening. In particular, hopes that the Arab spring would lead to a flowering of secular democracy across the Middle East, which were … [Read more...]
Re-setting Expectations
In this article, Kajanga Kulatunga looks at why, until very recently, investors have relied on bonds as a solid source of income; why these factors aren‟t likely to deliver in the next three years; and what the options are for bond investors. You can read the full Investment Insight 2014 … [Read more...]
MLC’s Scenario Insights & Portfolio Positioning – July 2014
The July 2014 report, MLC’s scenario insights & portfolio positioning, states: “We continue to invest in extraordinary times. Rising financial markets give us the impression of a return to normality, but we have seen before that this can be illusory.” At Godfrey Pembroke we put investors … [Read more...]
2014 July Monthly Economic update
This month, Brian reviews events in markets during June. He discusses: why central banks’ actions remain critical for financial markets how monetary policy generally remains very loose, with very low interest rates creating a positive environment for share markets whether Australia’s … [Read more...]
2014 July edition of Godfrey Pembroke Monthly Market Update
In the July 2014 edition of Market Update: Continued improvement in US economic growth following a revised down Q1 GDP of -2.9%. European economic data impacted by the Iraq civil war crisis. Chinese economy stabilising, with manufacturing data at a six month high. Australian economic data … [Read more...]
2014 June edition of Godfrey Pembroke Monthly Market Update
In the June 2014 edition of Market Update: US GDP growth paused in the March quarter, but indicators point to a strong bounce back in the June quarter. NAB has changed its interest rate call and now expects that we’re at the bottom of the interest rate cycle. Partial economic indicators … [Read more...]
2014 June Monthly Economic update
This month, Brian reviews events in markets during May. He discusses: How monetary policy generally remains very loose, despite the US Federal Reserve’s "tapering"; Why there's plenty of money still searching for higher returns, creating a positive environment for financial markets; Why the … [Read more...]
2014 May edition of Godfrey Pembroke Monthly Market Update
In the May 2014 edition of Market Update: Global growth has returned to around its long-term trend. US showing positive signs of economic recovery from the weaker weather related first quarter. Eurozone business expansion is improving and nearing a 3 year peak. China responds to slower … [Read more...]
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