The December 2012 report, MLC’s view and Strategic Overlay positions, states:
"After a year of double-digit equity market returns plus some strong returns in the riskiest bond markets, investors may be asking whether the developed world's problems are largely solved."
At Godfrey Pembroke we put investors at the centre of our thinking and focus on what really makes an impact on investor outcomes – asset allocation. With this in mind, we concentrate on finding the right allocations between asset classes and sub-asset classes and design portfolios which help investors achieve their financial goals.
Each quarter, this Strategic Overlay document explains MLC’s view on the market environment, scenarios that may play out and the drivers for the positioning of our clients’ diversified portfolios.
You can read the full MLC Strategic Overlay - Portfolio Design 2012 December here.