Institutionel investering / Macro Insights

Macro Insights Q3 2023

We believe a new bull market is underway and that 2023 should continue to be a strong year for global equities. In a slow-growth economy with widespread recession fears, high-quality all-weather growth equities should benefit nicely. Excessive pessimism tied to inflation, falling earnings, fed policy fears and narrow market breadth likely lead to continued positive surprise and strong equity returns in the second half of 2023.

First Half Momentum Often Continues, Historically, strong returns in the first half of the calendar year follow through to the second half. When the US equity returns have exceeded 10% in the first half, second halves have historically been overwhelmingly positive, too.

*The foregoing information constitutes the views of Fisher Investments based on information believed to be reliable. There can be no assurances that Fisher Investments will continue to hold these views. These views may change at any time based on new information, analysis, or reconsideration.

Fisher Investments Europe Limited, authorised and regulated by the Financial Conduct Authority, is wholly owned by Fisher Asset Management, LLC, trading as Fisher Investments. Fisher Investments is based in the US and regulated by the Securities and Exchange Commission. Fisher Investments Europe delegates portfolio management to its parent company, Fisher Investments. Unless otherwise specified, references to investment professionals, operations personnel, and middle and back office personnel are references to Fisher Investments employees.

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