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.

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.

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