The March 2013 report, MLC’s view and Strategic Overlay positions, states:
"The strong rise in the prices of riskier assets in 2012 and again in the first quarter of 2013 may seem to indicate that investors have become more optimistic about future economic fundamentals."
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’s view and Strategic Overlay positions 2013 March here.