March 2020 saw the fastest US share market sell-off in history, only to be followed by the strongest every 50 day positive return. No wonder investors are searching for ways to protect themselves from extreme volatility. Despite diversification being compromised, responsible investors can’t give … [Read more...]

In the July 2020 edition of the Market Update: Since the initial outbreak, COVID-19 has spread to over 210 countries, and estimates indicate it could trim global economic growth by between 3.0% to 6.0% in 2020. Cyclical indicators including PMIs and unemployment rates remain weak but are … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during June. He discusses: Global share markets returned a solid 2.9% gain in June, due to strong performances in the Chinese and European share markets Wall street made a 2% gain Acceleration in the virus … [Read more...]

In the June 2020 edition of the Market Update: Key economies are attempting to avoid a resurgence in COVID-19 cases, but the World Health Organisation warned it continues to spread rapidly in some regions. Liquidity conditions remain favourable as central banks and governments continue to … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during May. He discusses: Global shares performed a strong 4% gain in May India, Iran and South America are still seeing a high acceleration of virus cases Surprisingly, the Australian share market made a … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during April. He discusses: There are encouraging stabilisation measures in place – the central banks have lowered interest rates, accelerated their assets purchases and also lending to banks Global share markets … [Read more...]

In the May 2020 edition of the Market Update: Shutdowns, isolation, and social distancing measures have had a profound impact on consumer-facing sectors and have resulted in large spikes in unemployment. Central banks around the world have embarked on unprecedented emergency lending and bond … [Read more...]

The April 2020 report, MLC’s scenario insights & portfolio positioning states: ‘As daily infections fall to a low level, pressure will mount on the politicians to listen less to the experts and more the idle masses’ ‘All of us living through this pandemic will carry forward memories and … [Read more...]

MLC discusses COVID-19 and how at times like this, true investors, true managers of risk, need to focus on identifying uncertainty and hammering out solutions to deal with the unknown, all the while preserving as much client wealth as possible. You can read the full Investment Insight 2020 April … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during March. He discusses: In response to the Coronavirus outbreak, the global share market dropped significantly, around 13% The American share market fell 12% and the Australian share market fell 20% Global … [Read more...]