The only certainty in financial markets is uncertainty.

 

That said, it pays to think critically about what the future might hold and to strategise accordingly.

 

In that vein, we have once again asked our fund managers to look into their crystal ball and share a dangerous or bold prediction for the year ahead.

 

Four of the fundies have some interesting predictions for interest rates, whilst many are taking a glass-half-full approach after a tough 2022.

 

Find out what they are backing and decide whether you agree with their outlooks by listening to the podcast. 

 

Guest order in this podcast: 

Jun Bei Liu, Tribeca Investment Partners

Nick Sladen, LSN Capital Partners

Matthew Kidman, Centennial Asset Management

Marcus Padley, Marcus Today

Catherine Allfrey, WaveStone Capital

Robert Gregory, Glenmore Asset Management

Andrew Clifford, Platinum Asset Management

Nick Griffin, Munro Partners

Mary Manning, Alphinity Investment Management

Michael Goldberg, Collins St Asset Management

Oscar Oberg, Wilson Asset Management

Ben Clark, TMS Capital

Dion Hershan, Yarra Capital Management

Romano Sala Tenna, Katana Asset Management

Anthony Aboud, Perpetual Asset Management

Note: We would like to thank the fund managers for sharing their insights for 2023 in the spirit of the Outlook Series. All of the fund managers featured in this series run diversified portfolios. This list is not, nor is it intended to be, a set of recommendations. Please do your own research and seek advice from a professional before making any investment decisions of your own. Past performance is not a reliable indicator of future returns.

This vision was filmed on the 6th and 13th of December 2022. You can read an edited transcript below: 

https://www.livewiremarkets.com/wires/15-bold-predictions-for-the-year-ahead