Q3 2023 Quarterly Investment Markets Report

In this Quarterly report, you will find:

• The unusual phenomenon known as bear steepening
• Oil prices on the rise…AGAIN!
• Recession fears on the way down, however a bumpy ride awaits
• In depth Asset Class reviews
• Current portfolio positioning as per the end of Q3 2023

Portfolio returns and asset allocation can be found in the portfolio factsheets, which are linked below:

• Conservative Portfolio
• Moderate Portfolio
• Balanced Portfolio
• Growth Portfolio
• High Growth Portfolio

If you have any questions, please do not hesitate to contact your adviser.

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