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January Economic Update with John Owen

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.

He discusses:

  • 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.

 


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