The October 2020 report, MLC’s scenario insights & portfolio positioning states: After being challenged by stubbornly high inflation in the 1970’s, central banks spent the subsequent 30 years disinflating prices in the real economy (trying to get inflation back down towards a 2% target); the … [Read more...]

In the October 2020 edition of the Market Update: The upcoming US presidential election is contributing to market volatility and raising fears of a disputed election result, which could lead to market instability. Attention shifted in September from monetary policy to fiscal policy as … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during September. He discusses: The global share market had a negative return of -2.7% in September, after sharp gains in August The number of global new COVID-19 infection cases is nearing 300,000 per day The … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during August. He discusses: Global share markets made a gain of nearly 6% in August, largely led by Wall Street Large daily increases in infection are still being seen in Brazil and India, with a resumption in … [Read more...]

In the September 2020 edition of the Market Update: The global economic recovery continues, however growth is uneven across regions and there were signs of a loss of momentum in Europe through the September quarter. US President Trump stepped up his trade rhetoric ahead of the presidential … [Read more...]

In the August 2020 edition of the Market Update: The impact of the Covid-19 pandemic on the global economy has been profound, especially in emerging, low-income economies with limited health care capacity. Trade tensions between the US and China added to market volatility, while the outcome … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during July. He discusses: Despite economic stresses, major share markets continued to rise in July as investors remain buoyed by supportive central bank policies China’s share market gained 9% in July, while … [Read more...]

The July 2020 report, MLC’s scenario insights & portfolio positioning states: ‘In this unprecedented COVID-19 pandemic environment, investors are searching for ways to protect themselves against extreme market volatility as many find themselves with more risk in their portfolios than … [Read more...]