Presentation overview 

Four seasons in one day. 

2022 was a year that many may wish to forget with enough “once in 200 year” events to last a millennia. Investing has many parallels with the weather in that each day can look much like the previous until the summer sun is abruptly betrayed by the storms of Autumn. Many market forecasters and all weather strategies were left looking embarrassingly wrong in 2022, betrayed by models that relied on historical data sets being a reliable predictor of the future, including the traditional 60/40 portfolio. At the risk of looking like Michael Fish in the 1980’s, Central bankers around the world claimed inflation wasn’t going to a problem…. Newton puts its Michael Fish jumper on to make some predictions on 2023.

 

 
 

Learning outcomes

 
 

One.

 

Identify the drivers of UK inflation

 

Two.

 
 

Summarise the implication for fixed income

 
 

Three.

 
 

Describe the outlook for equities

Four.

Define other asset classes to complement a multi-asset portfolio

 

 

 
 

Discover more presentation overviews

From 1 July 2023, Google will no longer support Universal Analytics.
From this date onwards, all standard Universal Analytics properties will not process new data.

 

For Investment Professionals only. 

For more information please refer to our Privacy Policy.  

Any views and opinions are those of the investment manager, unless otherwise noted. This financial promotion is issued by abrdn Investment Management Limited registered in Scotland (SC123321) at 1 George Street, Edinburgh EH2 2LL. Authorised and regulated by the Financial Conduct Authority in the UK.

 

This content is related to an investment forum that is to be hosted by abrdn, The Bank of New York Mellon Corporation, FIL Investment Management Limited and Schroder Investment Management Limited.