EW&L Partners: monthly wrap up (January 2023)

In this episode, EWL Partners – Craig, Tim and Ryan catch up post Craig’s move back to Sydney, with the doors of our new office now open at number 4 Martin Place in Sydney. Craig, Tim, and Ryan reflect on the year that 2022 was, with one of the fastest rate hiking cycles in history resetting valuations across all asset classes. 

With that backdrop, the partners share their views on the lessons learned, their investment views for 2023, and key risks and opportunities that should be considered by investors. We talk through inflation, corporate earnings expectations, job cuts, asset allocation preferences, as well as topical events such as Microsoft’s investment in Open ai’s Chat GPT, and what the reopening of China means for the global economy. Don’t miss this episode!

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.