Brian Parker, Head of the Portfolio Specialists Group at MLC, reviews events in markets during July.
He discusses:
- How Australia’s market had a very strong month, while world share markets delivered mixed performance
- Why economic news from the US and recent data from China are positive, but Europe’s recovery remains very fragile
- Whether Australia’s exports and non-mining economy can offset the decline in mining investment, and
- How MLC’s multi-asset portfolios are positioned.