The Everything Rally
Contrary to expectations of an impending recession, 2023 was a favourable year for investors, with Global Equities and Bonds gaining +22% and +5%, respectively.
Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond.
Our October report examines the key themes, risks and opportunities for the remainder of 2023 and beyond.
Overall, the economy continues to defy expectations. Resilient growth reflects longer-than-expected policy lags, supported by an uneven interest rate burden that will keep rates higher for longer.
We are locking in higher yields by increasing our overweight position to Fixed Interest.
Playing it Safe
So far, 2023 has been better than expected, with a broad range of assets delivering healthy returns in the face of weak confidence.
Our April report examines the key themes driving these returns and the outlook.
Staying Flexible Welcome to the April 2022 edition of our Quarterly Investment Report. We have included a short video with Daryl Wilson, one of our Advisory Board members. Daryl is the CEO and Portfolio Manager of Affluence Funds Management, with over 25yrs experience across financial markets,
Welcome to the January 2022 edition of our Quarterly Investment Report.
This report is a compilation of the latest insights and expertise from our Independent Advisory Board.
We look forward to working with you throughout the year.