Stanford Brown Quartley Market Report February 2023 - Portfolio Changes.
Ashley Owen, Chief Investment Officer from Stanford Brown, has shared the SB February 2023 Quarterly Market Review of Investment Markets and the SB Portfolio Changes with us.
Key Points from the Stanford Brown Quarterly Review are as follows:
Inflation – has it peaked? Why is inflation falling in the US but not in Australia?
Interest rates – how much further will they rise?
Share markets point to good times ahead, but bond markets point to recessions – which is right?
How are we positioning portfolios for both outcomes?
Summary of major risks for investors - some have deteriorated, but some have improved
Portfolio returns to January 2023
Two new funds that are being added to portfolios.
To read the full report, click on the button below.
Stanford Brown have also shared their portfolio returns and asset allocation can be found in the portfolio factsheets, which are linked below.
If you have any questions, please do not hesitate to contact Stanford Brown. We hope you enjoy it!
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