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.
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April was a muddle through month where most markets ended where they started, some having moved about a bit more than others. The Nasdaq, and by extension the US market, continued to be the lightning rod for risk, but ended the month just in positive territory. Emerging markets were slightly down, while the biggest winner was Japan.
After a relatively quiet few weeks the financial newswires have sprung back into life with positive US earnings surprises, another distressed US bank and an Australian inflation print that appears to have something for everyone.
Jonathan Ramsay and Jonathan Tolub discuss the upcoming Portfolio Construction Forum Finology Summit 2023.
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.