2023 Top 500 ranking: 59
Sentiment around monetary policy, fiscal policy and a host of other factors can swing markets, but can anything return us to sustained growth and inflation?
Our Asset Allocation Committee (AAC) was back on videoconference for its quarterly meeting last week. As always, we’ll bring you the details in our regular Outlook early next month.
Read the complete whitepaper now at the link below
Should a sticky inflation release cause investors to revise their outlook for equities?
“The economic outlook may have improved, but large parts of the credit and equity markets are already priced for a soft landing.”
Investors moved large amounts of assets into money market funds during 2023.
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