Investment insights
Give you detailed analysis and insights into macroeconomic issues that are affecting you and your clients. Prepared by MLC's Investment Management team.
Key Investment Themes - 2012 Report
Frank Sands Jr on why innovation is important - Filmed at the 2011 MLC Investment Summit
MLC Investment Insight webinar Sept 2011 - Investing in the Australian housing market - Stairway to Heaven or close to the precipice?
MLC Investment Insight - Key investment themes for 2012 - Navigating difficult times.
MLC Investment Insight - July 2011- Investing in the Australian housing market - Stairway to Heaven or close to the precipice?
MLC Investment Insight - February 2011 - An Investment Roadmap
MLC Investment Insight - November 2010 - Hemlines and Investment Styles. A view from Oaktree Capital Management, L.P.
Investment briefings
You can find out about some of the latest issues facing investment markets by reading our investment briefings below.
MLC Investment Briefing - December 2011 - Another year of living dangerously
MLC Investment Briefing - November 2011 - Uncertainty in Italy scares markets
MLC Investment Briefing - October 2011 - Europe gets serious, sort of
MLC Investment Briefing - October 2011 - Paths to stability - what history tells us
MLC Investment Briefing - September 2011 - Can a plan to make a plan be a turning point?
MLC Investment Briefing - August 2011 - Making sense of a volatile world
Previous Investment briefings
August 2011 - Common Sense Prevails - Sort of
Jan 2011 - The great experiment
Nov 2010 - What the future holds
July 2010 - Too much, too soon? (PDF, 1,864KB)
May 2010 - Recent Market Volatility and MLC Performance Update (PDF, 74KB)
May 2010 - Europe does shock-and-awe (PDF, 40KB)
May 2010 - Spendthrifts, super-savers & currency cheats (PDF, 51KB)
March 2010 - MLC Prospective Real Return Potential (PDF, 158KB)
February 2010 - The Wall of Worry is covered in Olive Oil (PDF, 47KB)
January 2010 - What a difference a year makes... but is it really over? (PDF, 138KB)
August 2009 - Lights and tunnels (PDF, 51KB)
May 2009 - Soul Searching (PDF, 35KB)
March 2009 - The challenge of investing in desperate times (PDF, 316KB)
March 2009 - Confessions of a contrarian (PDF, 41KB)
February 2009 - Navigating uncharted waters (PDF, 45KB)
December 2008 - Thinking the unthinkable (PDF, 50KB)
September 2008 - Debt Deflation
July 2008 - Gen - Y gets its recession? (PDF, 43KB)
June 2008 - What's going on with commodity prices? (PDF, 60KB)
April 2008 - History rhymes - where we are, how we got here and where we're going (PDF, 34Kb)
February 2008 - Russian Roulette (PDF, 119Kb)
January 2008 - Crisis fall-out - what next? (PDF, 136Kb)
For previous briefings, please speak to your MLC Representative.