Insight Diversified Inflation Plus Fund - Q1 2023

Presented by

Amy Clements, Investment Specialist

About this talk

In this video, Amy Clements, Investment Specialist, recaps Q1 2023, discussing: • Risk assets enjoying a strong start to the year but continued upside economic surprises resulted in greater volatility – particularly in fixed income markets • Emerging market equity exposures suffered while US – particularly large cap tech and Europe performed well. • How real asset exposures were the main detractor, despite solid results from infrastructure holdings. • How defensive equity options provided a buffering to a more volatile backdrop.

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