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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Turning points are always messy and if that is what we are experiencing last weeks data was typically noisy.
Last week markets continued in general to be on the back foot, particularly China, while global cyclicals remained strong.
In an in-depth exploration of global economic trends, we move past the mainstream consensus to unearth distinct and divergent viewpoints, with a keen focus on recent economic indicators from powerhouses like the US and China. As the Portfolio Strategies Conference looms on the horizon, our objective remains to decipher and anticipate these fluctuations and shifts. We're positioned at the cusp of an era characterized by not only unparalleled market volatility but also rapidly evolving economic paradigms. This assessment seeks to provide a comprehensive understanding of these changes and their potential implications for investors and strategists alike.
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.