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While the last two years have been challenging for investors, there is always opportunity hiding somewhere in these times. With the continuing inflationary environment, investors’ focus is on building the portfolio for the future and not lingering on the past. There is rising interest in private markets, what are the challenges investors are facing? -- Is it time to be defensive or proactive?

With anxiety over economic uncertainty, tightening monetary policy and rising geopolitical concerns, what are the challenges and key opportunities for constructing better performing portfolios?