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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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.
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