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Looking forward: The strategic asset allocation process and 2023 outlook from M&G Wealth Investments

60 min read 17 Jan 23

Session: 17 January 2023

2022 was a year that challenged some of the accepted wisdom in multi-asset investing, with Government Bonds being one of the worst performing asset classes. On this event, the presenters looked ahead to 2023 and beyond for the Model Portfolio Service from M&G Wealth.

Mark Riggall, Head of Client Portfolio Management, M&G Treasury & Investment Office, spoke through the process to develop the strategic asset allocation for the Model Portfolio Services from M&G Wealth. He also explained how the process looks forward to predict how markets will evolve and what areas to avoid. Shanti Kelemen, Chief Investment Officer, M&G Wealth Investments, explained how the model portfolios are positioned and the key views for 2023.

Presenters:

  • Mark Riggall, Head of Client Portfolio Management, M&G Treasury & Investment Office
  • Shanti Kelemen, Chief Investment Officer, M&G Wealth Investments 

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