Macroeconomic & Market Review- 14 August 2023
SECOR’s Edgar Sullivan, CFA, provides his broad macroeconomics views, highlighting:
SECOR’s Edgar Sullivan, CFA, provides his broad macroeconomics views, highlighting:
Peter Madden, Real Estate Portfolio Advisor, provides his Q3 2023 outlook.
Philip DiDio, Portfolio Manager, provides his Q3 2023 outlook.
Florence Fong-Lopez, CFA, Portfolio Manager, provides her Q3 2023 outlook.
Bo Brownlee, CFA, Global Equity Strategist, provides his Q3 2023 outlook.
Parth Purohit, Portfolio Manager, provides his Q3 2023 outlook.
SECOR’s Dylan Nalbandian, provides his broad capital markets update, highlighting:
Dmitri Smolanksy, Head of Portfolio Solutions, provides a currency outlook for the third quarter of 2023:
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.