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MARKET AND MACROECONOMIC REVIEW

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  2. Market and Macro Review
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  • Viewpoints

Rates Q3 2023 Outlook

Parth Purohit, Portfolio Manager, provides his Q3 2023 outlook.

31/07/2023 Market and Macro Review

Rates Q3 2023 Outlook

Macroeconomic & Market Review-31 July 2023

SECOR’s Dylan Nalbandian, provides his broad capital markets update, highlighting:

31/07/2023 Market and Macro Review

Macroeconomic & Market Review-31 July 2023

Currency (FX) Outlook Q3 2023

Dmitri Smolanksy, Head of Portfolio Solutions, provides a currency outlook for the third quarter of 2023:

24/07/2023 Market and Macro Review

Currency (FX) Outlook Q3 2023

Quarterly Macroeconomic & Market Review- 20 April 2023

Ed Sullivan, Macro Economist, provides his macro views with a particular focus on inflationary pressures and global growth.

20/04/2023 Market and Macro Review

Quarterly Macroeconomic & Market Review- 20 April 2023

Equity Review-13 March 2023

SECOR’s Global Equity Strategist, Bo Brownlee, CFA, shares his thoughts on the recent Banking failures and earnings quality.

30/03/2023 Market and Macro Review

Equity Review-13 March 2023

Macroeconomic & Market Review-13 March 2023

Ed Sullivan, Macro Economist, provides his broad macro views and highlights the following:

30/03/2023 Market and Macro Review

Macroeconomic & Market Review-13 March 2023

Equity 2023 Outlook

Bo Brownlee, CFA, Global Equity Strategist,  provides a recap of Equity markets over 2022 and his 2023 outlook.

17/02/2023 Market and Macro Review

Equity 2023 Outlook

Hedge Funds 2023 Outlook

Philip DiDio, Portfolio Manager,  provides a recap of Hedge Funds over 2022 and his 2023 outlook.

17/02/2023 Market and Macro Review

Hedge Funds 2023 Outlook

FX Market 2023 Outlook

Dmitri Smolansky, Head of Portfolio Management,  provides a recap of FX markets over 2022 and his 2023 outlook.

13/02/2023 Market and Macro Review

FX Market 2023 Outlook

Global Interest Rates 2023 Outlook

Parth Purohit, Portfolio Manager,  provides a recap of global interest rates over 2022 and his 2023 outlook.

13/02/2023 Market and Macro Review

Global Interest Rates 2023 Outlook

Credit Market 2023 Outlook

Florence Fong-Lopez, CFA, Portfolio Manager,  provides a recap of the credit market over 2022 and her 2023 outlook.

13/02/2023 Market and Macro Review

Credit Market 2023 Outlook

Property Market 2023 Outlook

Peter Madden, Real Estate Portfolio Advisor,  provides a recap of the property market over 2022 and his 2023 outlook.

13/02/2023 Market and Macro Review

Property Market 2023 Outlook
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Awards

The Wealth & Asset Management Awards 2025

Winner – Fiduciary Manager of the Year

UK Pensions Award 2025

Finalist – Fiduciary Manager of the Year & LDI Manager of the Year

Pensions Age Awards 2025

Finalist – Fiduciary Management Firm of the Year & LDI Manager of the Year

European Pensions Awards 2025

Winner - LDI Manager of the Year & Finalist – Fiduciary Management Award

Awards Disclaimer

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