While 2023 will still have its share of challenges, we also see it as a year of change and opportunity. In the US, we expect a mild recession, with regions such as the eurozone being more heavily impacted. As inflation subsides, we see the US Federal Reserve pivoting from interest rate hikes to cuts and markets shifting focus to 2024 recovery, unlocking more potential opportunities for investors.
As the markets continue to swing, timely guidance has become even more valuable. Our insights help us engage in deeper client conversations and create strategies that achieve your investment objectives. The value of keeping portfolios fully invested remains increasingly important – market timing can come at a great cost, as turning points often arrive with little warning.
For your convenience, we have also created helpful summaries, including Findings & Opportunities and a new version of this publication in just two sides.
We look forward to continued partnership and success in the new year.
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