Sussex Partners recently contributed to the seminal Global Investment Report updated and published each Quarter by US-based award-winning investments writer and researcher, Eric Uhlfelder. It was Sussex Partners' view at time of interview that the markets had still not yet fully priced in macro and economic challenges, and that rising interest rates, global inflationary pressures and geopolitical turmoil should be expected to severely stress test investor portfolios in the year ahead. Carefully considered strategy selection and individual manager talent will remain key to generating investor returns. A link to the 3Q Global Investor Report can be accessed here.
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