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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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.
Investor explainer on leading sustainable Australian company Brambles
Investor brochure
In light of Tuesday's US CPI print, and the subsequent market reaction, we dive into why the market was so upset about a 0.1% increase in prices, and what this means from the perspective of an Australian investor.