Key Topics
Are modestly higher rates a threat to our ‘better markets’ thesis for 2023 and do they lay the groundwork for a harder landing? Or are we on the cusp of data turning weaker and easing renewed inflation fears?
Join LGT Crestone’s Chief Investment Office for a live webinar on Thursday 9 March at 3.00 PM AEDT, where the team, led by Scott Haslem, will be discussing the outlook for the global economy and markets, what the latest reporting season has revealed about earnings, and how we are positioning portfolios for the coming year.
Early 2023 has revealed clearer signs that we are passing the peak in inflation and nearing a pause in central bank rate hikes. Rising hopes of a so-called ‘soft landing’ powered a strong equity market rally in January – but that narrative has recently come under pressure, with stronger-than-expected macro data seeing central banks become more hawkish and bond yields retrace higher. Are modestly higher rates a threat to our ‘better markets’ thesis for 2023 and do they lay the groundwork for a harder landing? Or are we on the cusp of data turning weaker and easing renewed inflation fears?
Join LGT Crestone’s Chief Investment Office, where the team, led by Scott Haslem, will be discussing the outlook for the global economy and markets, what the latest reporting season has revealed about earnings, and how we are positioning portfolios for the coming year.
We look forward to you joining us for what should be an interesting and interactive session.
