Global equities experienced their first back-to-back monthly gains since the start of 2022, as investors bet that inflation has peaked and that the US Federal Reserve will slow the pace of monetary tightening. The Fund outperformed the benchmark over the month, which respectively returned +5.9% and +2.1%. In this month’s commentary, Seb Beloe looks at whether there is any scope for optimism following the recently concluded COP27 climate negotiation.
We recently held a Portfolio and Investment Update webinar, along with Q&A for shareholders, which is available below for your review. CPD points are applicable for Australian Financial Planners HERE.