Taking Stock publication Summer 2023

In this issue of Taking Stock, we reflect on lessons learnt and the way forward.

What lies beyond the next market cycle?

Market conditions remained difficult throughout 2022. The trends and relationships between asset classes that we had come to take for granted broke down, challenging long-held investment assumptions.

Many investors have investment horizons far longer than 10 years, so it’s important to consider what lies beyond the next market cycle. In this issue of Taking Stock, we share our investment views and reflect on some key long-term trends.

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