Q3 2023 Investment Market Update

The 3rd Quarter of 2023 has brought back a lot of market nervousness and volatility. The expectation that Inflation had peaked, and the consensus forecasts that we were facing into interest rates reductions, have proven to be premature. Equities, in particular in Europe, had a very negative quarter and bond yields have surprised everybody by continuing to increase. There are a number of headwinds and tailwinds facing markets looking into the remainder of 2023 and 2024.

See our Q3 2023 Update PDF by clicking the button above