Q1

January 12, 2023
Investors could be rewarded during Q1 ‘peak opportunity’ premium
As we progress into the New Year and global investors review their portfolios for the upcoming 12 months, I believe the economic peak opportunity will likely be towards the end of the first quarter. Until that time, we’ll see rising unemployment and central banks will likely maintain their aggressive language in a bid to curb inflation – which should be down sharply from current levels by then. Particularly as demand for staff is declining rapidly, helping to ease wage Read More
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