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...

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