Institutional Investing / Macro Insights

Macro Insights Q1 2023

Image that is cut in half. One side has a green background that reads "Is this the beginning of a new bull?" and the other half a graph

We believe a new bull market cycle is close, if not already underway. Growth should outperform early as the hardest-hit equity categories rebound, but cyclical value stocks may take over by yearend. Widespread pessimism over inflation, central banks and recession is likely priced into markets creating an opportunity for positive surprise in 2023.

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