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