Latest on the Market

Market Information
View the latest market information from MLC.

• View the presentation 2008 and beyond with audio commentary by Brian Parker, MLC's Investment Strategist – February 2008. [ONLINE PRESENTER]
• Brian Parker’s June Client Update [VIDEO, 3.9mb]
• Supporting material for Brian Parker's June update [PPT, 307KB]
• January 2008 - The state of play (An update on recent market events recorded by Brian Parker on 23/01/08) [MP3, 1.56MB]
  Brian Parker talks about the underlying causes of what’s been happening and MLC's views given the poor recent performance of the market.
• January 2008 - Responding to market volatility - MLC's top tips [PDF, 83KB]
  MLC provides 6 top tips to assist you in staying focussed on your goals during volatile times.

Impact on MLC’s Funds

Find out more about how the current market volatility is impacting on MLC’s funds

Latest fund commentaries and qualitative performance
View the latest information on MLC’s funds

• June 2008 - A portfolio for all seasons - Horizon 4 [PDF, 81KB]
  Michelle Heinrich discusses MLC's Horizon 4 - Balanced Portfolio in volatile times.
• June 2008 - What is the sub-prime and credit crises [PDF, 24KB]
  Find out what Sub-Prime mortgages and Collateralised Debt Obligations are and how MLC’s diversified funds are placed.

Helping Clients

MLC has produced a range of tools for you to use with your client during volatile times.

New!

• Super statement letter template[DOC, 35KB]
  Direct mail letter positioning the impact of the recent market events on client’s super.

Client articles

• April 2008 - Keeping your cool through heated times[PDF, 271KB]
  MLC explains the cause of the recent volatility, the concept of volatility and how to be a smart investor in volatile times.
• January 2008 - Top tips for handling market volatility [PDF, 83KB]
  MLC provides 6 top tips to assist you in staying focussed on your goals during volatile times.

Tools to run a client seminar

• The impact of market timing
  A presentation to demonstrate the value of staying fully invested over the long-term and the impact of getting the timing decisions wrong.
• The ins and outs of the ups and downs client seminar [PPT, 4.9MB] ! Large file
  An introduction to the concept of volatility.
• Seminar invite [DOC, 27KB]
  An invitation to attend The ins and outs of the ups and downs seminar.
• How to run a client seminar – guide [PDF, 72KB]
  A step by step guide to planning and delivering client seminars.
• How to run a client seminar – forms [PDF, 49KB]
  Forms to help you plan and measure client seminars including budget and feedback form templates.
• DL White Paper Ad Template [PDF, 84KB]

Tools to run a client direct mail

• MLC client DM letter template [DOC, 22KB]
  Direct mail letter discussing market volatility and introducing the article Keeping your cool through heated times.
• ThreeSixty client DM letter template [DOC, 79KB]
  Technical letter from ThreeSixty discussing market volatility.

Views & Commentries

Read MLC’s views and commentaries on the current market volatility.

• April 2008 - Leverage - friend or foe? [PDF, 93KB]
  Michael Clancy, General Manager, MLC Investment Management shares his observations on the excessive leverage which has played a critical role in the recent market volatility.
• March 2008 - Bellboys, journalists, taxi drivers and other fonts of investment knowledge [PDF, 89KB]
  Brian Parker discusses investor behaviour during volatile times in light of Dalbar research on quantitative analysis of investor behaviour that found, an average investor earned only 4.3% p.a. return compared with a 11.8% p.a. return for the S&P 500 index.
• January 2008 - Some inconvenient truths? [PDF, 110KB]
  Brian Parker provides an historical perspective on the Australian sharemarket and a short comment on Listed Property Trusts after the Centro fall.
• March 2008 - A tighter rebalancing act [PDF, 41KB]
  An article on the benefits of a disciplined portfolio rebalancing approach and how MLC implements this critical component of the investment discipline.

A detailed presentation and article below outlining things to consider when looking at your investments during volatile times, and why sticking to your long-term strategy is often the best course of action.

• January 2008 - Portfolio Rebalancing and market volatility [PDF, 84KB]
  This document outlines how important rebalancing can be during volatile times.