Annual Review and Market Outlook

Thesan’s inaugural year was both challenging and exciting. We launched our first Separately Managed Account in partnership with Nexus Private Wealth, continued to build our technology offering for our clients with Praemium and navigated arguably the most challenging global geopolitical and macro-economic conditions since the 1970’s.

This annual review and market outlook discusses our expectations and strategy for the remainder of calendar year 2022, and looks at our current portfolio construction and the fundamentals that support the allocation.

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Inflation & Commodities

Inflation is a consideration and so are the prospect of higher interest rates, but both should still be accommodating for equities and if earnings continue

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