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...]
2013 October Monthly Economic update
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 again in the spotlitght
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...]
2013 September Monthly Economic update
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...]
2013 September edition of Godfrey Pembroke Monthly Market Update
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...]
What’s the outlook for Australia’s housing market?
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...]
2013 August Monthly Economic update
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...]
2013 August edition of Godfrey Pembroke Monthly Market Update
In the August 2013 edition of Market Update: Australian Federal Election set for 7 September 2013 RBA cuts Cash Rate by 25 basis points to 2.5% Lower interest rates continue to bolster Australian residential property market US economy continues to recover There’s more commentary, plus … [Read more...]
MLC Strategic Overlay – Portfolio Design 2013 June
The June 2013 report, MLC’s investment perspective, scenario insights & portfolio positioning, states: "Policy makers were again the key drivers of financial markets during the June quarter." At Godfrey Pembroke we put investors at the centre of our thinking and focus on what really makes … [Read more...]
2013 June edition of Godfrey Pembroke Monthly Market Update
In the June 2013 edition of Market Update: Australian Federal Budget 2013/2014 forecast deficit of $19.4 billion US Federal Reserve’s quantitative easing comments spark uncertainty in global markets Australian dollar slides by 8% on the back of a stronger USD There’s more commentary, plus … [Read more...]