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Investment Outlook

Investment Update Q3 2023

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In this update, Helen Roughsedge, Investment Director discusses:

  1. The characteristics of markets in the Q3 and how Fulcrum has reacted
  2. How Fulcrum has performed in this environment; what has been working and how it compares to previous quarters
  3. How Fulcrum has adjusted its risk exposure in response to market conditions during Q3 and how has the portfolio’s asset allocation has changed over the period
  4. The outlook for the global economy and financial markets in the coming quarter, plus the macroeconomic factors and geopolitical events that Fulcrum are closely monitoring

This content is provided for informational purposes and is directed at an investor as defined in Directive 2011/61/EU (AIFMD) and Directive 2014/65/EU (MiFID II) Annex II Section I or Section II or an investor with an equivalent status as defined by your local jurisdiction. It is not intended for retail clients. Information provided does not constitute investment advice and should not be relied upon as a basis for investment decisions. It has been produced as thought leadership which represents our intellectual property. Reproduction of this material in whole or in part is strictly prohibited without prior written permission of Fulcrum Asset Management LLP. Copyright © Fulcrum Asset Management LLP 2024. All rights reserved.

FC300 121023

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