Insight Diversified Inflation Plus Fund - Quarterly update Q2 2023 | Insight Investment

In this video, Amy Clements, Investment Specialist, recaps Q2 2023, discussing:

• How we continue to see broad evidence of a deceleration in economic activity globally, with core inflation sticky, and the path of inflation critical if a hard-landing is to be delayed.
• The rally in risk markets helped the equity positions in the portfolio, while fixed income was broadly flat with credit and rates market performance offsetting one another.
• Infrastructure continues to struggle and was a detractor for the quarter.
• Relative value trades, dividend futures and dynamically managed option position delivered another quarter of positive returns.