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