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Portfolio perspectives | Podcast - 6:49 MIN

Talking heads – Asset allocation and the outlook for 2023

Maya BhandariDaniel Morris
2 Authors - Portfolio perspectives
22/11/2022 · 1 Min

Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy. What conclusions should investors draw for their allocations to equities and fixed income around the world?

Listen to this Talking heads podcast with chief market strategist Daniel Morris and Maya Bhandari, head of multi-asset, as they discuss our 2023 investment outlook Investing in an age of transformation.

You can also listen and subscribe to Talking heads on YouTube, download the pdf of our investment, and read the transcript.


Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience. Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

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