Important information
As of 9th October, Waystone will be the fund ACD and any reference to Link or LF should be taken as WS or Waystone.
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
