With most central banks taking an aggressive approach to managing inflation throughout 2022, it left investors with no where to hide from negative real returns. In this Quarterly Portfolio Update, Shailesh and Steven discuss the performance of fixed income markets, evaluate our portfolio performance and share our long-term capital markets assumptions.
0:34 - 2:58 2022 performance in review
2:59 - 5:40 Portfolio performance update
5:41 - 6:35 Changes to our portfolios
6:36 - 7:54 Long term market assumptions