Presented by
Amy Clements, Investment Specialist
Insight Diversified Inflation Plus Fund - Q1 2023
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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