Archive for the ‘Economic analysis’ Category

By MLC Market Watch Team

December economic and market developments

Tuesday, December 14th, 2010
December economic and market developments
Despite world share prices rising by around half a percent in the last month, problems persist for the peripheral economies of Europe.

 

In this update MLC’s Investment Strategist Brian Parker looks at:

  • sovereign risk and geopolitical risk concerns,
  • key domestic economic data, and
  • what it means for return prospects.

View the pdfDecember market update video here.

Download pdfBrian Parker video script.

By MLC Market Watch Team

MLC Fund Performance Update December 2010

Tuesday, December 14th, 2010
MLC Fund Performance Update December 2010Global sharemarket returns were muted in November resulting in an unexciting month for investors.

 

 

In this update, MLC’s Senior Investment Strategist John Owen looks at:

  • the strong performance of Germany for the year,
  • solid returns by managers Sands Capital and Harding Loevner, and
  • what it all means for MLC investments.

View the pdfView the December market update video here.

Download pdfJohn Owen John Owen video script.

By MLC Market Watch Team

MLC October economic and market developments

Thursday, October 14th, 2010
October economic and market developmentsWhile sharemarkets around the world were up in September, bond yields have generally fallen back as central banks maintained their conservative stances.

 

In this update, MLC’s Investment Strategist Brian Parker looks at:

  • the performance of share and bond markets,
  • the jump in the Aussie dollar, and
  • what it means for return prospects.

View the pdfOctober market update video here.

Download pdfBrian Parker video script.

By MLC Market Watch Team

MLC September economic and market developments

Thursday, September 9th, 2010
September economic and market developmentsConcerns over the durability of the economic recovery still exist with markets losing some ground over August.

 

 

In this update, MLC’s Investment Strategist Brian Parker looks at:

  • the performance of the debt and currency markets,
  • Global economic growth indicators, and
  • what it means for return prospects.

View the pdfSeptember market update video here.

Download pdfBrian Parker video script.

By MLC Market Watch Team

MLC August economic and market developments

Wednesday, August 18th, 2010
August economic and market developmentsBucking the downward trend in recent months, easing concerns on sovereign risk and the global recovery saw world sharemarkets recover some lost ground.

 

In this update, MLC’s Investment Strategist Brian Parker looks at:

  • debt markets in Australia, US and Europe,
  • the influence of monetary and fiscal policy on the recovery, and
  • the RBA’s decision to leave the interest rate unchanged.

View the pdfAugust market update video here.

Download pdfBrian Parker video script.