As we race into the final quarter of 2023, Head of Portfolio Solutions, Steven Tang, and Senior Investment Consultant, Shailesh Jain, discuss the key contributors of market performance and the impact on our Elite Blends and Essentials portfolios for the September quarter.

During this video, they discuss:

  • Market performance 
    • higher for longer interest rates
    • bond performance
    • energy prices
    • listed property and infrastructure
    • international share performances
    • emerging market highlights
  • Portfolio performance
    • outperformers
    • varying strategy results
    • negative contributors
  • Portfolio positioning
    • fixed income focus
    • bond allocations 

Other related content you may be interested in: Let's Talk Markets Podcast: The role & impact of bonds on portfolios 

5.5-min watch