2022 was a year that can be described by turbulence, both in markets and the wider world. Though we can all agree on the pain endured last year, the outlook for 2023 remains more mixed with some more cautious managers believing we are yet to see the bottom, whilst others appear to have a more positive view on the year ahead.
In this episode of the Talking Research podcast, our team of analysts share insight from the managers that they met with in the last quarter of 2022, offering views from across the market:
- Are there opportunities in the UK market given the dispersion in returns seen in 2022?
- Should we be excited about fixed income again?
- Against the market backdrop, how have multi-asset managers changed their asset allocations?
Square Mile's Strategic Relationship Director, Jock Glover, speaks with John Monaghan, Research Director, Eduardo Sanchez, Associate Research Director - Fixed Income, Alternatives & Multi-Asset, and Alex Farlow, Head of Multi Asset Research, in January's episode of Talking Research.
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This was recorded on Monday 9th January. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.