In the latest update, Ben reviews events in markets during February. The topics he discusses include: how global markets did well despite weaknesses in the markets why key developed economies are muddling through implications of China's re-balancing from a focus on investments to … [Read more...]
2014 February edition of Godfrey Pembroke Monthly Market Update
In the February 2014 edition of Market Update: Australian business confidence improved in December China’s growth accelerates for the first time in two years RBA leaves cash rate steady at 3.00% at February meeting There’s more commentary, plus our usual tables with all the key market … [Read more...]
2014 February Monthly Economic update
In the latest update, Brian reviews events in markets during January. The topics he discusses include: why share markets across the world fell sharply over the month what impact the US Federal Reserve's "tapering" of quantitative easing has had on emerging markets why the Reserve Bank of … [Read more...]
MLC’s Scenario Insights & Portfolio Positioning – January 2014
The over-arching statement this quarter, remains the same. The January 2014 report, MLC’s scenario insights & portfolio positioning, states: "Maintaining a clear perspective on the underlying investment environment can be challenging when investor sentiment is subject to frequent … [Read more...]
2014 January Monthly Economic update
This month Brian reviews events in Australian and overseas markets during the final three months of 2013: how did markets fare in the last quarter of 2013? economic developments and key market drivers Read January 2014 Monthly Economic Update here By Brian Parker, CFA Senior Investment … [Read more...]
2013 December edition of Godfrey Pembroke Monthly Market Update
In the December 2013 edition of Market Update: Global economies continue to gain traction – expecting more synchronised global growth in 2014 RBA remains on an easing bias – lower Interest rate environment in Australia set to continue through 2014 Australian residential housing shows further … [Read more...]
US update: a start to tapering and some budget progress
The US economy has been growing solidly enough to warrant the Fed easing back on its QE program. You can read the full Investment Insight 2013 December here. by Brian Parker CFA Senior Investment Consultant MLC Investment Management … [Read more...]
2013 December Monthly Economic update
This month Brian discusses: how world financial markets, supported by monetary policy stimulus, have continued to perform very strongly how global share prices are still running ahead of corporate earnings why many Australian companies have used the AGM season to hose down expectations about … [Read more...]
2013 November edition of Godfrey Pembroke Monthly Market Update
In the November 2013 edition of Market Update: US Government partial ‘shutdown’ dominated the headlines. Political game playing reached new high. US economy continues to grow, but at a slow pace. This month, the Australian dollar increased in value compared to most major … [Read more...]
2013 November Monthly Economic update
This month Brian discusses: how world share markets, supported by monetary policy stimulus, have produced strong returns how global share prices are still running ahead of corporate earnings why the actions of central banks continue to be a key influence on markets, and why the US' budget … [Read more...]