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Your complete guide to portfolio construction and asset allocation over the next financial year | | Uncertainty has characterised market conditions over the course of 2023, with the ongoing battle to quell inflationary pressures via aggressive monetary policy tightening rattling investor confidence.
These macroeconomic settings have stoked banking volatility and have been blamed for the collapse of three US institutions and the demise of Swiss giant Credit Suisse.
Wealth industry professionals have a unique opportunity to guide clients through this turbulence, leveraging their expertise to maximise returns by crafting an agile portfolio strategy. |
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Money Management’s free white paper has been created to equip advisers with a comprehensive toolkit with leading analysis of the key trends underpinning a raft of asset classes. |
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The guide is made up of multiple chapters, each based on a unique asset class and sponsored by a specialist wealth management firm: | | These chapters include: |
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Money Management’s 2023–24 Portfolio Construction Guide will draw from sponsored episodes of the Relative Return podcast hosted by our editorial team as well as the latest research and analysis from market observers. |
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