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First Quarter 2023 Asset Allocation Report by David Wolf, David Tulk and Ilan Kolet: 15 questions to start 2023

David Wolf, David Tulk and Ilan Kolet offers answers to the questions they’ve been getting most frequently from advisors and investors as we move into 2023.

Highlights

  • Latest portfolio diversification insights and an update on the 60/40 portfolio diversification method
  • Overall portfolio assessment and positioning updates - current thoughts on growth vs. value    
  • “The funds we are responsible for are positioned moderately defensively.”
  • “Policy interest rates will need to increase to the point where central banks are confident that inflation is on course to sustainably return to target.”