Cross Currents

By Adam Thurgood on February 16, 2023

In this quarter’s version of our client briefing we look at the Fed rate hike cycle and its negative impact on the economy, as well as the counteracting forces of China’s reopening.  We also discuss the portfolio strategy and market implications of these cross currents.

We have created two versions of the briefing; a short executive summary and a long-form detailed version, which you can find at the links below. 

Q1-2023 Client Briefing

Q1-2023 Client Briefing (Executive Summary)

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