In this episode of Hymans Robertson On… host, Ben Farmer, presents the latest episode in their investment series, and is joined by Chris Arcari, Head of Capital Markets at Hymans Robertson and Gavyn Davies, Chairman at Fulcrum Asset Management.
During this episode, they discuss the key market events of 2023 so far, a look at what the rest of the year might hold, and a discussion on the potential risks that could knock things off course in the short term.
The Podcast can also be reached here.
Key Topics
- Introduction and recap of recent market events: (01:02)
- Economic preview for H2 2023: (02:32)
- Reality vs forecasts, and potential downside risks: (06:53)
- Outlook for institutional asset classes: (11:20)
- Reflecting the outlook in portfolios in practice: (21:42)
- Outlook for real assets: (30:13)
- What do you know now 2.0: global economy “hot takes” : (33:04)
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