The January 2017 report, MLC’s scenario insights & portfolio positioning, states:
“Future market outcomes depend on where we start from, what changes along the path and the scenario that eventuates. As compared to the end of September, we are facing changes to both the starting point and the possible paths forward.”
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 scenario insights & portfolio positioning – January 2017 here.