The Investment Strategists team believes a fair descriptor of the year past and the year ahead may be one of peaks and troughs. Within that theme, they identified four key thoughts for 2023:
Inflation and interest rates are likely near their peak
Equity markets may be near a trough as valuation starts to matter again
Asset class correlations may be at their peak
A return to income in fixed income
Watch a short highlight video and a quick read of the key themes here.
Also available is a digital copy of the 2023 Market Outlook synopsis. This robust 16-page report provides all the details behind the evaluation for the key themes discussed, and why. Please email a request for your digital copy to chimuk.landry@igpwm.ca.