Harbour Asset Management’s Hamish Pepper & Chris Di Leva look at the Top 10 risks and opportunities for 2023.
An article from Interest.co.nz
Investment markets generally have many different factors that drive returns, however occasionally there are very few. 2022 will go down as the latter. Inflation was the dominant theme for 2022, creating an unenviable backdrop for bond markets as central banks raised rates to try and combat rising inflation. Equity market valuations fell sharply adjusting to higher discount rates.