Video content

Introduction (Colin Dyer 0:00)
Market backdrop (Thomas Watts 9:28)
Asset class return in 2023 (Thomas Watts 10:01)
US equities (Thomas Watts 11:13)
What keeps us up at night? (Thomas Watts 13:35)
UK inflation: sticky Core inflation (Thomas Watts 18:07)
Inflation and interest rates - a strong labour market (Thomas Watts 23:26)
China’s disappointing rebound (Thomas Watts 25:24)
Positive signs for the global economy (Thomas Watts 27:13)
Equity returns over 30 years (Thomas Watts 31:13)
Portfolio positioning (Jason Day 35:14)
Q2 investment performance (Jason Day 44:05)
Q2 fund highlights (Jason Day 45:27)
Q&A (Colin Dyer, Thomas Watts and Jason Day 50:16)

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If you have any questions about what was discussed in the webinar please get in touch with your abrdn financial planner. They’ll be happy to help. If you don’t have an adviser, you can find out more about how our financial planning services can help you.

The information in this webinar should not be regarded as financial advice. Information is based on our understanding in July 2023. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment. The value of investments can go down as well as up, and could be worth less than was paid in.