// 2023 - shaping up🤞🏻 It hasn’t been a blockbuster start but 2023 is shaping up to date, especially on the back of the recent 6.5% CPI print. US rates and FX continue to be the baseline of global financial conditions, and peak Inflation and peak Fed will give stability for sustained risk appetite to return. China’s reopening and measures to support credit and the economy continue to give specific impetus to North Asia. Now is the time for all of us to start systematic redeployment from cash / short-dated yield enhancement churn back to a diversified 60:40, starting with the 60 into income funds and bond portfolios. And would clip into Equities via broad indices / ETFs both with cash and via structures - leveraging shifting vols. Longer run opportunity costs to inaction are rising so do review your portfolios and get invested. #markets2023 #newoldnormal https://www.instagram.com/p/Cna5XP9PIbV/?igshid=NGJjMDIxMWI=
