Institutional Investing / 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.
*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.
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