Private Wealth

Q2 2023 Quarterly Investment Markets Report

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In this Quarterly report, you will find:

  • The ‘Magnificent Seven’ leading the charge.
  • Inflation – Although it seems to have peaked, why it could prove sticky.
  • Interest rates – Why expectations for rate cuts in 2023 and 2024 may be premature.
  • Recession – Why the widely forecasted global recession in 2023 is now less likely.
  • In depth Asset Class reviews
  • Current portfolio positioning as per the end of Q2 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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