IMAP Podcast Series - Independent Thought
Episode 15: Will 2023 bring stability for markets?
Chapters
Chapters
4:08
What is the extent of impact of the Ukranian war on markets in the long term?
14:35
Monetary policy is blunt instrument
18:48
Determining which direction the markets are travelling in?
23:21
Use of alternatives to enhance portfolio experience
26:21
Is there a role for listed infrastructure investments as a form of alternatives?
Info
IMAP Podcast Series - Independent Thought
Episode 15: Will 2023 bring stability for markets?
Oct 21, 2022
IMAP

Andrew Garrett, CFA of Perpetual Private and David McDonald, CFA of IMAP discuss 

  • Perpetual's views on current macro-economic and market issues
  • Inflation, interest rates and geopolitics 
  • Views on key asset classes. Equities v Bonds, alternatives. Offshore v domestic assets. 
  • Volatility - is it expected to continue?
  • Client communication with an emphasis on coping with volatility
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