With Q2 2023 behind us, Head of Portfolio Solutions, Steven Tang and Senior Investment Consultant, Shailesh Jain, take a look into the drivers of recent market performance, how our portfolios performed and how some of these unexpected events impacted the outlook for our portfolios for the current quarter.  

Update highlights: 

  • Share market gains for the past 6 months 
  • Global bond market performance and US inflation  
  • Portfolio contributors   
  • Two key areas of focus moving forward 

7-min watch