Quarterly Update | Q4 2022 | EP125
A review of last quarter, the major themes and takeaways from 2022, and what’s on the horizon for the new year.
Highlights:
- How we did—and what factors impacted relative performance
- Why 2022 was difficult for Balanced investors
- Discount rates have gone up…where are valuations at?
- Inflation expectations, interest rates, labour markets, earnings, and economic growth—what’s being monitored in 2023
- Asset mix update