Summary of the economic scenarios to be discussed at the Portfolio Construction Forum August 2023
A range of ethically managed diversified managed accounts
On our Podcast we regularly discuss and share information regarding current market conditions, investment solutions and industry trends.
If you want to stay up to date and get the latest industry news and updates, don't miss out on our Podcasts.
Markets finished the month with another down week (about -3% for most markets), leaving equity markets down around 10% for the month and around 5% for the quarter.
Markets continued to fall last week, touching the lows seen in mid-June and leading many to question whether the buy on the dip trade was finally dead.
Markets suffered their biggest one day fall since the height of the pandemic provoked market crisis in March 2020, with the US Nasdaq down 5.5% and the S&P 500 down 4.3% after the latest US inflation numbers showed core inflation still on the rise even though energy prices have been on the wane.
Investor explainer on leading sustainable Australian company Brambles
Investor brochure
In light of Tuesday's US CPI print, and the subsequent market reaction, we dive into why the market was so upset about a 0.1% increase in prices, and what this means from the perspective of an Australian investor.