MLC Market Watch

Market update Dr Susan Gosling

MLC Market Watch Team — Fri, 05 Aug 2011 03:35:39 +0000

The recent market volatility is, understandably, making investors nervous and they’re probably concerned this volatility resembles the correction we had mid-way through 2011.

While we’re expecting short-term volatility, we’re confident in the medium-term return potential in equities.

While there are clearly difficult macro uncertainties, we’re increasing our focus on companies which, we believe, have the fundamental strengths to perform well, even in this environment.

And our investment managers have been avoiding some of the troubled areas and are actively finding the opportunities that will underpin long-term returns for clients.

Current markets and our investment approach

Our approach to investing is supported by what sounds like a simple notion; share prices follow earnings which follow economic growth.

However, what happens to economic growth, how that translates into company earnings and the value the market places on those earnings, is far from straightforward.

Today there are real worries about the course of global economic growth and this creates uncertainty about future company earnings streams, which is why we’re seeing such volatility in markets.

We understand this, but continue to emphasise the importance of investing in fundamentally sound companies to deliver adequate real returns for investors.

For more information, please contact your financial adviser.

Important information
This information has been provided by MLC Investments, ABN 30 002 641 661 a member of the National Australia Bank group of companies, 105-153 Miller Street, North Sydney 2060. This material was prepared for advisers only. This communication contains general information and may constitute general advice. Any advice in this communication has been prepared without taking account of individual objectives, financial situation or needs. It should not be relied upon as a substitute for financial or other specialist advice. Before making any decisions on the basis of this communication, you should consider the appropriateness of its content having regard to your particular investment objectives, financial situation or individual needs.

MLC Fund Performance Update June 2011

MLC Market Watch Team — Fri, 17 Jun 2011 03:18:34 +0000

While the Australian sharemarket ended the month down, MLC bond strategies helped provide a buffer producing solid returns as yields fell.

In this update, MLC Investment Management’s Natalie Comino looks at:

the effects of resurfacing European debt woes on Australian and global sharemarkets
Australian dollar performance
what it all means for your MLC investments.

View the MLC Fund Performance Update video here.

Download Natalie Comino video script.

June economic and market developments

MLC Market Watch Team — Fri, 17 Jun 2011 03:03:16 +0000

Since last month’s update, markets have become increasingly concerned over the durability of global growth and sovereign risk concerns surged again, leading to a drop in world share prices of around 3%.

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

bond market movements
consumer confidence levels in Australia and internationally, and
Australian economic growth prospects.

View the June market update video here.

Download Brian Parker video script.

May economic and market developments

MLC Market Watch Team — Sun, 08 May 2011 23:49:30 +0000

Apart from the crisis in Libya and the consequences of Japan’s earthquake, thankfully there have been no new disasters to hit the global economy.

In this update MLC’s Investment Analyst Kerry Gill looks at:

the flow on effects from Japan to the rest of Asia
the Aussie dollar’s dramatic spike, and
what it all means for return prospects.

View the May market update video here.

Download Kerry Gill video script.

MLC Fund Performance Update May 2011

MLC Market Watch Team — Fri, 06 May 2011 00:59:05 +0000

In comparison to last month, many of the world’s major sharemarkets recorded good gains in local currency terms.

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

the standout performance of the German market
the mixed sharemarket results from Asia, and
what it all means for your MLC investments.

View the View the May market update video here.

Download John Owen John Owen video script.

MLC Fund Performance Update April 2011

MLC Market Watch Team — Thu, 07 Apr 2011 23:50:27 +0000

The devastating earthquake in Japan affected markets all over the globe with the overall economic impact still to unfold.

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

the sharp falls across sharemarkets
the portfolios’ exposure to Japanese equities, and
what it all means for your MLC investments.

View the View the April market update video here.

Download John Owen John Owen video script.

April economic and market developments

MLC Market Watch Team — Thu, 07 Apr 2011 23:43:50 +0000

Sharemarkets around the world suffered in the wake of the terrible earthquake and tsunami in Japan.

In this update MLC’s Investment Analyst Kerry Gill looks at:

the economic impact of the disaster
the global economic outlook, and
what it means for return prospects.

View the April market update video here.

Download Kerry Gill video script.

February economic and market developments

MLC Market Watch Team — Mon, 14 Feb 2011 01:10:41 +0000

World sharemarkets have enjoyed a reasonable start to the year with economic news from the US, China and Germany boosting confidence.

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

the domestic impact of the floods and Cyclone Yasi
China’s accelerated economic progress, and
what it means for return prospects.

View the February market update video here.

Download Brian Parker video script.

MLC Fund Performance Update February 2011

MLC Market Watch Team — Fri, 11 Feb 2011 06:05:39 +0000

With sharemarkets in the US, France and Germany all performing strongly, January provided some good returns for investors.

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

factors which influenced the Australian sharemarket
the solid performance of both Australian and global property, and
what it all means for your MLC investments.

View the View the February market update video here.

Download John Owen John Owen video script.

January economic developments and MLC Fund Performance

MLC Market Watch Team — Fri, 21 Jan 2011 04:00:13 +0000

World sharemarkets got the new year off to a good start with improvements across the board, especially in Asia. While Greece and Ireland are still struggling, this solid overall performance was reflected in the MLC funds.

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

the economic view taking a change for the better
the ongoing issues facing Greece and Ireland, and
what it all means for MLC investments.

View the View the January market update video here.

Download John Owen John Owen video script.