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...]

The September 2013 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 reversals." At Godfrey Pembroke we put investors at the centre of … [Read more...]

The utterly dysfunctional nature  of US fiscal policymaking is likely to remain an ongoing source of uncertainty for financial markets is the topic of this October 2013 Investment Insight. You can read the full Investment Insight 2013 October here. by Brian Parker CFA Senior Investment … [Read more...]

In the October 2013 edition of Market Update: US Government focus on resolving Congress budget impasse Europe, Japan and China continuing to gain traction Election of Coalition Government and lower interest rates improving Australian Business and Consumer Confidence Australian residential … [Read more...]

In the latest update, Ben reviews events in markets during September. The topics he discusses include: why the move upwards in global sharemarkets masks growing uncertainty about views on the global economy how in Australia lower interest rates are improving consumer confidence and … [Read more...]

Emerging markets are again under pressure as investors ponder a world without quantitative easing. You can read the full Investment Insight 2013 September here by Brian Parker CFA Senior Investment Consultant MLC Investment Management … [Read more...]

This latest update, Ben reviews events in markets during August 2013. Among the topics discussed are: why global shares and bonds fell over the month, while Australian shares moved upwards what's causing weakness in some emerging markets how high prices for bonds and shares create … [Read more...]

In the September 2013 edition of Market Update: RBA leaves cash rate unchanged at September meeting Labour market conditions continue to weaken in Australia Economic indicators continue to suggest improvements in global conditions There’s more commentary, plus our usual tables with all … [Read more...]

Australian investors should carefully consider the extent to which residential housing dominates their wealth. You can read the full Investment Insight 2013 August here By Michael Karagianis Senior Investment Strategist MLC Investment Management … [Read more...]

In this latest update, Ben reviews events in markets during July 2013. Among the topics discussed are: why both shares and bonds rose over during the month what factors kept the Australian dollar moving downwards how there are signs of recovery in the US, Europe and Japan and what the … [Read more...]