Advisers and fund pickers on optimal portfolio construction

Experts reveal what 2023 could have in store for client portfolios

clock • 5 min read

Fund pickers, advisers and their clients agree on the challenges facing investment portfolios in 2023, however, they differ in strategy and expectations for the year ahead, Kathleen Gallagher writes...

After a challenging year across the board for investments, 2023 also looks set to be a difficult one, albeit with slightly more optimistic corners. Inflation and interest rates sit as the primary concern for professional fund selectors around the world, according to a survey from Natixis Investment Managers, which asked 441 institutional investors in 29 countries in November and December last year. Similarly, professional advisers in the UK stated that clients were primarily concerned with capital loss and inflation, while interest rates were generally seen as less of a concern, accor...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Partner Insight: UK small-cap opportunities are 'The best for more than 30 years', Downing's Judith MacKenzie says

Partner Insight: UK small-cap opportunities are 'The best for more than 30 years', Downing's Judith MacKenzie says

Growing interest in IPOs and a surge in pension fund interest put UK small-caps on course for strong growth.

Judith Mackenzie, Partner and Head of Downing Fund Managers
clock 28 November 2025 • 4 min read
'It's been frantic – in a good way': Orbis' Matt Spencer on maintaining momentum

'It's been frantic – in a good way': Orbis' Matt Spencer on maintaining momentum

Advisers in the UK are ‘exceptionally high quality’

Jenna Brown
clock 25 November 2025 • 8 min read
Why 'bubble talk' doesn't always burst markets

Why 'bubble talk' doesn't always burst markets

What’s really driving recent returns?

Eleanor Ingilby
clock 20 November 2025 • 4 min read