The June 2013 report, MLC’s investment perspective, scenario insights & portfolio positioning, states:
"Policy makers were again the key drivers of financial markets during the June quarter."
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 Document 2013 June here.