The January 2023 report, MLC’s scenario insights & portfolio positioning states:
Al Clark, Head of Investments, Ben McCaw, Senior Portfolio Manager, and Anthony Golowenko explain MLC’s assessment of the current market environment, scenarios that may play out, and how MLC multi-asset portfolios are positioned.
At First Principles Financial Planning we put investors at the centre of our thinking and focus on what really makes an impact on investors outcomes – asset allocation. With this in mind, we concentrate on finding the right allocations between asset classes and sub-asset classes and design portfolios which help investors achieve their financial goals.
Each quarter, this Strategic Overlay document explains MLC’s view on the market environment, scenarios that may play out and the drivers for the positioning of some of our clients’ diversified portfolios.