Quarterly Update | Q2 2023 | EP137

Art of Boring
19/07/2023 20 min Episodio 137
Quarterly Update | Q2 2023 | EP137

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Episode Synopsis

Market drivers that stood out this quarter, where inflation is at, and an asset mix update. Highlights: How markets have been climbing a “wall of worry” Recalling Cisco Systems and considering implications around the current concentration of tech stocks in the S&P 500 Our thoughts on the continuing rate hikes and “soft landing” scenario Holding cash: what’s changed?

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