In this podcast Tim Murphy of Morningstar and Stephen Furness of MGD Wealth will be discussing:
The events of 2021:
Which asset classes/sectors did well and which ones didn't perform?
The reversal in the value vs growth story and performance of the tech sector
What happened in fixed income given inflation fears and expectations of rate rises?
For January 2022:
How did markets perform?
What have been the main drivers for this performance?
What concerns and questions did your clients have?
Is the "correction" over or we can expect continued volatility?
What you are recommending for portfolio positioning?
What are your expectations for interest rates and inflation?
What are major questions and concerns that clients might have?
Moderated by David McDonald, IMAP Investment Specialist