Crossing this midyear milestone may elicit a symbolic sigh of relief, but turning a calendar page doesn't alter market realities or address the matter of how best to position portfolios for the next six months and beyond.
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Latest insights
2023 2Q GIC outlook: Caught in a holding pattern
We’re now at a point where we think the world is at or approaching peak economic and earnings growth for the current cycle, bringing new concerns about inflation, rising rates and fuller valuations
Global Investment Committee
| 20 Mar 2023
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