The March 2018 report, MLC’s scenario insights & portfolio positioning, states:
"The future is not preordained, and so is not predictable. However, while uncertainty can’t be eliminated, we can generate an understanding of what the future could hold."
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 – March 2018 here.