Private Wealth

Q3 2023 Quarterly Investment Markets Report

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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:


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

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