Quarterly Update | Q4 2022 | EP125

16/01/2023 25 min Episodio 125
Quarterly Update | Q4 2022 | EP125

Listen "Quarterly Update | Q4 2022 | EP125"

Episode Synopsis

A review of last quarter, the major themes and takeaways from 2022, and what’s on the horizon for the new year. Highlights: How we did—and what factors impacted relative performance Why 2022 was difficult for Balanced investors Discount rates have gone up…where are valuations at? Inflation expectations, interest rates, labour markets, earnings, and economic growth—what’s being monitored in 2023 Asset mix update

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