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 capped off a strong month with an even stronger week, with the leading US market up 4% for the week and 9% of for the month.
Markets were up more or less in unison last week despite, or really because of, largely weak economic data in the US and mixed results from the US earnings season.
The most anticipated economic release of the week (and of the month) turned out to be simultaneously shocking and monotonous.
Managed Accounts are an investment solution that combines Managed Funds, ETFs and direct shares into a professionally managed portfolio that is monitored and optimised in real time.
Ethical responsible investing describes an investment approach that aims to select companies that have some form of ethical bias. These days, it is a sophisticated approach to investing which takes into account many different criteria.
Volatile market conditions have persisted during June and we update investors on the issues.