Asset Management Quarterly Market Update - Q4 2021
Quarterly Market Update from Craig Rippe, Head of Multi-Asset and Andrew Morris, Product Specialist at Canada Life Asset Management
Tightening mode – How higher interest rates impact portfolios
Date: Tuesday 18th January 2022
Time: 11:00-11.35am
CPD 35 mins (unstructured)
On the agenda:
- Q4 2021 – how has the last quarter impacted investments?
- Market news – The world’s major central banks have begun tightening monetary policy with further rate rises expected in 2022
- We present our view on what typically happens across asset classes in the early stages of the tightening cycle and what we think might happen this time around
- “The winner takes it all” – in recent years global equity returns have been driven almost entirely from a handful of companies, we examine the concentration risks in today’s equity markets
- Economy and markets moving forwards
- Our current view on attractive and unattractive markets
- Fund update : LF Canlife Multi-Asset Portfolio Fund range
Register and watch
