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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Global markets experienced a mixed week, as Fitch cut the US government's credit rating, while earnings were resilient.
Markets were again flat to slightly positive last week which means that, barring an overnight mishap in the Northern Hemisphere, most equity portfolios will be up another 2-3% for the month.
Last week was uneventful and markets have been more or less flat for the last 10 days, with the exception of the UK, which rallied on the news that inflation was not as high as expected (though still higher than most places), plus some of the economic data has not been quite as dire as has been expected.
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.