Market Commentaries | April 14, 2023
Q2 2023 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
Global growth is holding up reasonably well under the weight of higher interest rates, underscoring the challenge faced by central banks as they look for evidence that monetary policy is sufficiently restrictive to bring inflation back to target.
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In June, sentiment was dominated by both geopolitical developments and evolving trends in Artificial Intelligence (AI). Investors welcomed news of an interim peace accord between the US and Iran and the reopening of the Strait of Hormuz.
Q3 2026 Investment Outlook & Portfolio Strategy