Market Commentaries   |   Jul 19, 2023

Q3 2023 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 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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