July 2023: Q2 2023 Investment Market Update
Compass Private Wealth Q2 2023 Investment Market Update Webinar
In this Webinar, Jonathan Sheahan and Robert Smith discussed how the markets performed in Q2 2023 and also provided our take on the outlook for the remainder of 2023 through the lens of Personal Financial Planning. This discussion covered the following topics in detail:
Q2 Market Recap 2023
o Interest Rates, the Inflation Environment & Bonds
o Equity & Currency Markets
o Geopolitical Instability
Investment Strategies
o The Role of Cash in Investing
o Risk & Diversification Management
Asset Classes Updates
o Cash Deposits v Bonds v Equities
o Asset Class Options: Risk vs Return
Investment Market Outlook for 2023
o Market Headline Review
o Headwinds & Tailwinds for the Year ahead