Q4 2022 Quarterly Investment Update

As we look back at the markets in the last quarter, there are signs we’re in a transition. Inflation appears to be trending the right way, while interest rate hikes may be stabilizing. While we can’t predict what will happen next, having a diversified portfolio of public and private investments is a key ingredient to protecting your wealth.

In this Q4 2022 video update, Newport’s Chief Investment Officer, Mark Kinney, highlights how all five of the Newport mandates outperformed their benchmarks for the year. Six of our 11 asset classes ended the year in positive territory in a year where stocks and bonds posted double digit losses. This is exactly why our clients are not in the typical stock and bond portfolio that many Canadians hold.

Having a strategy and sticking to it is a winning formula. If your current portfolio is not benefiting from broad asset class exposure and a pragmatic and strategic approach to protecting your wealth, we invite you to get in touch. We would be happy to arrange a call with a member of our wealth management team to learn more about Newport’s approach.

Watch our video update to learn more.