Back to all insights

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.


  • 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.”