Archive for the ‘Economic analysis’ Category
By MLC Market Watch Team
Tuesday, December 14th, 2010

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
December market update video here.
Download
Brian Parker video script.
Tags: Brian Parker, geopolitical risk concerns, market developments
Posted in Economic analysis, Economic update | Comments Off
By MLC Market Watch Team
Tuesday, December 14th, 2010
Global 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
View the December market update video here.
Download
John Owen John Owen video script.
Tags: Harding Loevner, John Owen, mlc investments, Sands Capital
Posted in Economic analysis, Economic update, Investments | Comments Off
By MLC Market Watch Team
Thursday, October 14th, 2010
While 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
October market update video here.
Download
Brian Parker video script.
Tags: bond, Brian Parker, return prospects, sharemarkets, Shares
Posted in Economic analysis, Economic update, Market | Comments Off
By MLC Market Watch Team
Thursday, September 9th, 2010
Concerns 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
September market update video here.
Download
Brian Parker video script.
Tags: Brian Parker, currency markets, debt, economic growth, return prospects
Posted in Economic analysis, Economic update, Market | Comments Off
By MLC Market Watch Team
Wednesday, August 18th, 2010
Bucking 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
August market update video here.
Download
Brian Parker video script.
Tags: Brian Parker, debt markets, fiscal policy, interest rates, RBA's decision
Posted in Economic analysis, Economic update, Market | Comments Off