Description
Contact Brooks Macdonald
Our latest MPS in Focus video is now available, featuring Mark Shields, Investment Director, with a detailed update on the portfolios.
In this quarterly review, Mark discusses the diversification and actions taken within the MPS portfolios to mitigate the ongoing market risks.
Key takeaways:
🔹In response to the ongoing uncertain and volatile market backdrop, the portfolio strategy has shifted to a more neutral equity stance with more equity valuation sensitivity.
🔹US small and mid-cap exposure has been reduced.
🔹There continues to be an emphasis on defensiveness within fixed income.
