Quarterly Business Lunch – Outlook & Top Investments for 2023
On Monday 1st May 2023, we held our Quarterly Business Lunch at Leonda By The Yarra where we provided an insight into our views of the economic environment and the research and investment selection process we undertake to select appropriate investments.
Our financial advisers, James Malliaros, Patrick Malcolm and Paul Nicol discussed the following topics:
- An economic update and outlook
- Our preferred investments in the current market environment
This seminar was well attended by clients and guests and the feedback was excellent. Everyone appreciated the opportunity to attend such an interesting and insightful presentation.