Portfolio Update- January 2023!

Jan 22, 2023

∙ Paid

Portfolio Performance YTD!

We have been reasonably correct in our assessment about the EM equities outperforming their US peers. As a result, even though the HY credit spreads tightened due to the risk rally gathering pace since the beginning of this month, we have outperformed our benchmark.

PS: We have outperformed our benchmark 60:40 portfolio. The 60:40 portfolio comprises 60% allocation in MSCI World Index (equities) and 40% in Bloomberg Global Aggregate (bonds).

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