2020 calendar year in review
January 2021
2020 was a year that challenged us all but ended with hope. MLC’s Portfolio Specialist John Owen provides a review of what happened in investment markets over the year.
A message from MLC Asset Management’s Chief Investment Officer
December 2020
There are trends underway suggesting that reflation may be around the corner.
A message from MLC Asset Management’s Chief Investment Officer
November 2020
Financial markets may adopt a half glass full attitude to the US election outcome as policy gridlock will likely mean the extension of the current low tax regime.
A Hitchhikers Guide to the US Presidency
October 2020
Donald Trump's unique approach to the US Presidency faces a formidable challenge from a conventional politician in Joe Biden. However, investors should recognise that politics is just one factor amongst many that can influence their investments.
Running a small cap fund in the age of COVID-19
October 2020
Fairview’s Emerging Companies Fund has outperformed over both the short-term as well as the long-term, dating all the way back to inception in 2008.
A message from MLC Asset Management’s Chief Investment Officer
October 2020
The coming US presidential election is shaping up to be one of the most contentious in modern history. Uncertainty over the outcome means that investors need flexible strategies, come what may.
A message from MLC Asset Management’s Chief Investment Officer
August 2020
Investment professionals need to guard against the danger of getting so consumed with issues immediately in front of us that we fail to pay attention to what’s around the corner.
A message from MLC Asset Management’s Chief Investment Officer
July 2020
The way we invest isn’t reliant on successfully guessing the future. Instead, we develop 40 investment scenarios that force us to be intensively aware of risks in each situation.
2019-20 financial year in review
July 2020
The 2019-20 financial year was dominated by the COVID-19 pandemic. In early July, with the financial year behind us, MLC's Portfolio Specialist John Owen provides you with a review of what happened in investment markets over the year and explains how MLC’s portfolios remain defensively positioned while looking for attractive risk-reward opportunities.
A message from MLC Asset Management's Chief Investment Officer
June 2020
We’re assuming three possible futures relating to the interaction between the coronavirus, and societies and economies. Our portfolios are ready because we prepare for the many things that can happen, rather than for just one possible investment future.
A message from MLC Asset Management's Chief Investment Officer
May 2020
Uncertainty remains high across markets and economies. That’s why we are continuing to balance intensive risk-management with careful opportunity seeking.
MLC IncomeBuilder – Outlook for dividends
May 2020
John Owen, Portfolio Specialist at MLC, discusses how the dramatic drop in economic activity has resulted in many Australian companies slashing their dividends. John outlines what this means for investors in MLC IncomeBuilder.
Preserving capital and supporting purchasing power: the twin aims of MLC’s Inflation Plus portfolios
May 2020
We’re indifferent to peer relative returns and peer asset allocation in managing Inflation Plus portfolios. All focus is on loss minimisation and delivering returns ahead of rises in annual living costs.
Australian shares: spot check
April 2020
Ordinarily, companies abandoning earnings guidance would be thrashed by the market, but these are not ordinary times.
A message from our Chief Investment Officer
April 2020
These are difficult days for the world. But as Jonathan Armitage, our Chief Investment Officer explains, MLC has steered clients’ portfolios through many market crises over the past three decades. Our knowledge and experience is again at work protecting portfolios as well as positioning them for the recovery that will eventuate.
What our investment managers are saying
March 2020
Our external investment managers are maintaining their discipline, and looking for opportunities to buy quality assets that have been sold-off.
Capturing coronavirus and other remote possibilities in the Investment Futures Framework
March 2020
Due to the Investment Futures Framework, our portfolios were not caught completely unawares by the coronavirus outbreak and that may provide some reassurance for our clients.
Investment market impacts of coronavirus. Part II
February 2020
Markets are realising that economic dislocations stemming from the coronavirus outbreak may be more significant than previously assumed.
Investment market impacts of coronavirus. Part I
February 2020
Trying to measure the coronavirus-impact on Australian companies is fraught. There’s a natural human desire for clear-cut answers, but that’s not always possible when putting industries under a microscope.
Active and passive investing — stronger together
February 2020
The active investing vs passive investing debate is overblown. Together, they form an intelligent partnership resulting in stronger total portfolios than just passive only or active only portfolios.
Investment market impacts of coronavirus
February 2020
Trying to measure the coronavirus-impact on Australian companies is fraught. There’s a natural human desire for clear-cut answers, but that’s not always possible when putting industries under a microscope.
Flat earnings growth but share markets rocketed. What gives?
January 2020
MLC discusses how 2019 ended with the global share market up despite lacklustre earnings growth, and how we are defensively positioning portfolios considering the many possible scenarios.
2019 calendar year in review
January 2020
Despite macro concerns, 2019 was a good year for investors. In early January, with 2019 behind us, MLC's Portfolio Specialist John Owen will provide you with a review of what happened in investment markets over the year.
