Quarterly Update | Q4 2022 | EP125

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Recorded16 Jan 2023

Publisherfeeds.libsyn.com ↗

Handlerec:8567319

Show notes

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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“What did the council decide on item 42?” — answered with the speaker and the moment.

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