Summary of the economic scenarios to be discussed at the Portfolio Construction Forum August 2023
A range of ethically managed diversified managed accounts
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The will they/won’t they (pause before breaking something) mood of markets continued last week and finished on maybe/maybe not with markets ending up flat.
Early last week it looked like an imploding crypto exchange might be the next leveraged player that the Fed hiking cycle had broken but by the end of the week early signs of a peak in inflation had sent markets rocketing higher.
US markets snapped a month-long winning streak and fell back by three percent while UK, European and Asian markets were up strongly.
Update on the markets and the portfolios for the InvestSense flagship Portfolios for the September quarter 2023
Flyer on some of the companies that focus on corporate governance and benefits for employees in the Better World Portfolios
Flyer on the healthcare companies that are making a difference in the Better World portfolios