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.
Ed Sullivan, Macro Economist, provides his macro views with a particular focus on inflationary pressures and global growth.
SECOR’s Global Equity Strategist, Bo Brownlee, CFA, shares his thoughts on the recent Banking failures and earnings quality.
Ed Sullivan, Macro Economist, provides his broad macro views and highlights the following:
Bo Brownlee, CFA, Global Equity Strategist, provides a recap of Equity markets over 2022 and his 2023 outlook.
Philip DiDio, Portfolio Manager, provides a recap of Hedge Funds over 2022 and his 2023 outlook.
Dmitri Smolansky, Head of Portfolio Management, provides a recap of FX markets over 2022 and his 2023 outlook.
Parth Purohit, Portfolio Manager, provides a recap of global interest rates over 2022 and his 2023 outlook.
Florence Fong-Lopez, CFA, Portfolio Manager, provides a recap of the credit market over 2022 and her 2023 outlook.
Peter Madden, Real Estate Portfolio Advisor, provides a recap of the property market over 2022 and his 2023 outlook.
Edgar Sullivan, CFA, Macro Economist, provides a recap of the global economy over 2022 and his 2023 outlook.
Ed Sullivan, Macro Economist, provides his broad macro views while Bo Brownlee, Global Equity Strategist, provides his views on globalization trends.
Ed Sullivan, Macro Economist, provides his broad macro views with a focus on inflationary pressures in the current economic environment.