The April 2021 report, MLC’s scenario insights & portfolio positioning states: Al Clark, Head of Investments, and Ben McCaw, Senior Portfolio Manager, explain MLC's assessment of the current market environment, pandemic scenarios that may play out, and how MLC multi-asset portfolios are … [Read more...]
Federal Budget 2021
Treasurer Josh Frydenberg has revealed this year’s Federal Budget, covering a range of measures including superannuation, tax and support for home buyers. 2021 Federal Budget Summary Taxation Extension of the low and middle income tax offset (LMITO) for an additional 12 months Tax relief … [Read more...]
Godfrey Pembroke Outlook Autumn 2021
Welcome to GPL Outlook Autumn 2021 edition. I hope you find the below article interesting and informative. In this edition of the Outlook, we look at investing and economies post COVID-19. How might investors behave post COVID-19, and what new trends will influence changes in the investment and … [Read more...]
2021 April Monthly Economic Update
In this update, Bob Cunneen, Senior Economist, reviews events in markets during March. He discusses: why global shares delivered a strong 3.5% positive return for March, how the global economy is performing, why Australian shares delivered a solid 2.3% gain, and how the Australian … [Read more...]
2021 April edition of the Monthly Market Update
In the April 2021 edition of the Market Update: The vaccine rollout and vast sums of fiscal and monetary support are helping to accelerate economic growth and restore confidence. Global trade was disrupted when a giant container ship became lodged in the Suez Canal; Lloyd’s List estimated … [Read more...]
2021 March Monthly Economic Update
In this update, Bob Cunneen, Senior Economist, reviews events in markets during February. He discusses: Global share markets delivered a 1.4% return in February The number of global daily infection cases has decreased significantly, from 700,000 weekly to around 350,000 weekly … [Read more...]
2021 March edition of the Monthly Market Update
In the March 2021 edition of the Market Update: Economic data confirms a sufficiently V-shaped recovery, but growth has not been even across regions and downside risks remain. The $1.9 trillion American Rescue Plan is set to move through congress and includes a third stimulus payment of … [Read more...]
2021 February edition of the Monthly Market Update
In the February 2021 edition of the Market Update: Macroeconomic indicators remain robust, but vaccine supply delays in some regions and the emergence of new Covid-19 strains have dampened sentiment. The US congress is negotiating President Biden’s proposed US$1.9 trillion stimulus package, … [Read more...]
The 3 I’s: inflation, interest rates and investing
Having greater exposure to risk in the current environment where interest rates are more likely to rise than fall further, leaves portfolios vulnerable to losses if the interest rate regime suddenly shifts higher. In response, with the risk of both inflation and continued disinflation at the fore, … [Read more...]
MLC’s scenario insights & portfolio positioning report – January 2021
In the January 2021 report Al Clark, Head of Investments, Ben McCaw, Senior Portfolio Manager, and John Woods, Portfolio Manager, explain MLC's assessment of the current market environment, pandemic scenarios that may play out, and how MLC multi-asset portfolios are positioned. This update includes … [Read more...]
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