We informed you in advance about the planned discussion panel – EXANTE Horizon. It is now available and you can watch the full EXANTE Horizon recording on demand. You can still check the event page to learn more about the speakers.
The event took longer than expected. However, even the panel before the Q&A session ended after an hour. The location of EXANTE Horizon was special. It was held at London Stock Exchange which was established in 1698, so more than 300 years ago. EXANTE celebrated there also secured a UK FCA license.
Simona Stankovska (Head of Global PR at EXANTE) discussed with guests what is on the horizon for the market in 2023, especially when it comes to bonds, equities, currencies, and alternatives. This panel joined David Buik who is a commentator, Nick Kissack who is the UK and EU equity portfolio manager at Schroders, Bryn Jones who is the Head of Fixed Income for Rathbones and manager of the Rathbone Ethical Fund, and Arnab Das who is the Global Strategist within Invesco.
There was also a live survey in which the audience could participate – both on the side and online. The results were immediately available.
Interesting takeouts from EXANTE Horizon
The speakers mentioned that many shocks are already coming out of the system. High inflation was impacted by the enormous amount of financial support because of the pandemic, dealing with the energy shock caused by the Russian invasion of Ukraine and resulting in the cost of living crisis. The reaction of central banks was tightening down the economy.
According to the speakers, diversification may now become much more important than it used to be in recent years. Bonds have now much higher yields making them an interesting component to add to people’s portfolios. You can earn a lot from equities but lose 100% of the invested money. In the case of bonds, you can earn up to more or less a level of yield but still lose 100% of the invested money. Equities also depend on interest rates. All in all, people will probably use more components to build their portfolios.