Review & outlook
Our essentially positive expectations with regard to the first six months of 2023 were borne out. Mixed investment portfolios clawed back some of the losses of the previous year, with investors favouring equities, primarily European and US technology stocks.
We are cautiously optimistic about the second half of 2023. Inflationary pressures should continue to ease, with the economy further slowed by a restrictive monetary stance.
What do investors need to consider? How do we view the situation on the markets? Our “Review & outlook” publication provides answers. Why not take a look?