The October 2017 report, MLC’s scenario insights & portfolio positioning, states: “As we noted in last quarter’s briefing, we may be witnessing the beginning of the end of an era. If so, expect this to challenge asset prices, inflated by the presumption of low rates and easy money.” At … [Read more...]

The July 2017 report, MLC’s scenario insights & portfolio positioning, states: “Global growth over the past year has been close to long-term averages, with almost all major economies having expanded by early 2017. This is being supported by consumption growth (business investment is also … [Read more...]

“Many words have been written in recent years about the prospect of lower returns across major asset classes. And while markets have yet to experience a decline, the threat of either a prolonged period of lacklustre returns or widespread price declines is something that investors and fiduciaries … [Read more...]

The January 2017 report, MLC’s scenario insights & portfolio positioning, states: “Future market outcomes depend on where we start from, what changes along the path and the scenario that eventuates. As compared to the end of September, we are facing changes to both the starting point and the … [Read more...]

The October 2016 report, MLC’s scenario insights & portfolio positioning, states: “Apparently oblivious to mounting evidence to the contrary, policy makers are persisting with the notion that if they can get interest rates low enough it will encourage consumers to spend and companies to … [Read more...]