Stability Ahead?

  • 2022 was a year of cascading crises leading to one of the worst years for Invst returns - today's Q is what about 2023?

  • We think 2023 can be a year of relative normality & stability as crises recede, allowing investors to add to risk assets

  • The USD is the biggest loser in a more stable world - dollar down = non US equity (EM especially ) & commodities up
October 28th, 2022
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