October 2022 Update

October, and now moving into November, has seen welcome relief from markets after a testing 9 months for investors. We are acutely aware that investing is a long-term game, exceedingly difficult at times, but rewarding to the disciplined. Times like these are guaranteed and built into our multi-asset, diversified strategies. Suffice to say very few of our investors have experienced anywhere close to the volatility shown above, but to say the ride has been a smooth one this year would be fiction.

Portfolio Reoptimisation & Rebalance

Markets have experienced a sharp pullback this year resulting in asset allocations across portfolios drifting away from their intended values. We believe that it would be appropriate to rebalance portfolios back to their strategic weights.

Aligning Minds, Dreams & Efforts

F&A is expanding! It gives me great satisfaction to finally welcome Branden and his team to the F&A table! Branden and I share a deep sense of purpose when it comes to caring for and making a difference in people’s lives. Amongst other qualities, his sense of duty is one of the main reasons I asked Branded to join me on my journey of building a world class, professional advice practice.

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