On the back of 2022 where markets battled consistent elevated volatility, Shailesh Jain, Senior Investment Consultant sits down with Damien Hennessy, Head of Asset Allocation, to discuss the shift in markets and potential areas for portfolio growth.
From this video you will gain an understanding of the sectors with a strong outlook on future returns, what has driven these increases and what this means for portfolio construction in 2023.
00:26 – 01:04 Summary of major events in 2022
03:45 – 06:41 What has driven the increases in return expectations?
06:42 - 10:58 What does it mean for portfolio construction?
10:59 – 12:47 How likely is it client objectives will be met this year?