Quarterly Update – Multi Asset Portfolios

The third quarter of 2023 was a difficult period for financial markets with all major asset classes generating negative returns against a backdrop of rising bond yields, ongoing inflationary pressures, slowing economic activity and increasing geopolitical and trade risks that continue to create headwinds for broader market stability. However, despite the challenges over the quarter, the Portfolios held up well, and more importantly, continue to deliver sound investment performance over the medium term. We made several changes over the quarter to both asset allocation as well as security selection as we look to trade into peak cycle cash rates as well as a dynamic macro environment that is likely to see constrained growth through the fourth quarter into 2024

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This post and any supporting materials may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we may have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement and/or Target Market Determination before making any decision to purchase that financial product. The material in this post is correct and complete as of the date it was posted. Infinity is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on any information contained within this post.



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