Institutional Investing / Macro Insights
Macro Insights Q3 2022
While the global economy shows pockets of weakness and strength, it is a better reality than the extreme negative sentiment already reflected in equities. Recoveries from market downturns often begin when sentiment becomes excessively dour, setting the stage for an upside surprise.
While the global economy shows pockets of weakness and strength, it is a better reality than the extreme negative sentiment already reflected in equities. Recoveries from market downturns often begin when sentiment becomes excessively dour, setting the stage for an upside surprise.


