John Owen, Portfolio Specialist, discusses subdued share markets, the impact of monetary policy and how MLC’s portfolios are positioned.
In the latest update, John reviews events in markets during December.
- share markets concluding the year on a subdued note, with most recording negative returns in December
- how monetary policy remained an important influence on markets, particularly the uncertainty over the timing of a rate rise in the US
- why from an Australian perspective, developments in China remain of greatest importance, and
- how MLC’s multi-asset portfolios are positioned.