Tramondo Navigator 2023

Finding a new equilibrium

After a financial market rollercoaster ride this year, investors will face many challenges heading into 2023. How we think financial conditions will develop, and the direction we expect the economy to take.

Where we think inflation will head in 2023, and what it means for government bond yields. Our take on which equity strategy to implement and what sectors appear attractive based on our assessment.

The current financial markets resetting opens up attractive investment opportunities. We favour several themes for 2023 and beyond.

Not all commodities have room to run. Here’s the ones we prefer, and how exposure should be built.

It is no secret that we believe traditional approaches for portfolio construction are outdated. Learn which three principles we recommend when it comes to building and managing risk/return-enhanced multi-asset portfolios.