Market Outlook and Portfolio Positioning: Dealing with an uncertain world

Presented by

Rory Mcpherson (Head of Investment Strategy, Psigma Investment Management)

About this talk

Join this presentation where Rory will discuss valuations and business cycles across core asset classes and future returns these imply. Discussion points will include: · Quick re-cap on 2016: what’s changed and what does this imply for core asset classes · What are the big themes for next year? · What is the “right” portfolio mix for next year? o What are valuations like o What are the risks o Where are the best opportunities

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