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

60 min watch 17 Jan 23

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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M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:

M&G Wealth Advice, provided by M&G Wealth Advice Limited, registered number: 5739054. Model Portfolio Services, provided by M&G Wealth Investments LLP, registered number: 0C305442. M&G Wealth Platform, provided by Investment Funds Direct Limited, registered number: 01610781. Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.

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M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.