Every year at Moneyfarm we take the opportunity to fully assess the investment landscape and adjust our strategy accordingly. From this assessment, we lay out our expectations for the coming 10 years, looking at different geographies and asset classes to build a complete picture.
If you’ve missed the SAA event, you can view it here.
If you’ve got any questions about our SAA, book a call with one of our investment consultants or get in touch directly on 0800 433 4574.
To receive a copy of our Strategic Asset Allocation (SAA) document for 2023, fill in your email address in the form and we’ll send you a link.
The documents includes:
* Our outlook for the markets in 2023 and beyond
* An introduction from our Chief Investment Officer, Richard Flax
* Key considerations for the future
* Expected returns by asset class
* Our new thematics products and how they work
* Our assessment of risk, volatility, and various correlations
* Information about how our strategic asset allocation process works
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As with all investing, your capital is at risk. The value of your portfolio with Moneyfarm can go down as well as up and you may get back less than you invest.