The April 2015 MLC Scenario Insights & Portfolio Positioning report states: “Describing what is – and what has been – is, by itself, a far cry from generating true investment insight. True insight requires much more. …During the March quarter, it wasn’t so much volatility within any … [Read more...]
MLC’s Scenario Insights & Portfolio Positioning – January 2015
The January 2015 report, MLC’s scenario insights & portfolio positioning, states: “Every now and again, something shocks the global economy – and when this happens prices can move abruptly and the anchors underpinning market pricing, however well set, become unstuck… In the December quarter … [Read more...]
MLC’s Scenario Insights & Portfolio Positioning – October 2014
The October 2014 report, MLC’s scenario insights & portfolio positioning, states: “The investment environment is starting to change, fracturing the prevailing uneasy peace in financial markets.” At Godfrey Pembroke we put investors at the centre of our thinking and focus on what really … [Read more...]
MLC’s Scenario Insights & Portfolio Positioning – July 2014
The July 2014 report, MLC’s scenario insights & portfolio positioning, states: “We continue to invest in extraordinary times. Rising financial markets give us the impression of a return to normality, but we have seen before that this can be illusory.” At Godfrey Pembroke we put investors … [Read more...]
MLC’s Scenario Insights & Portfolio Positioning – April 2014
The April 2014 report, MLC’s scenario insights & portfolio positioning, states: "In the first quarter of 2014, the market's attention was caught by the commencement of tapering and related emerging market volatility, Janet Yellen's first messages as chairman of the US Federal Reserve (the … [Read more...]
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