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Macroeconomic & Market Review- 28 November 2022

Ed Sullivan, Macro Economist, provides his broad macro views while Bo Brownlee, Global Equity Strategist, provides his views on globalization trends.

  • There are some signs of near-term resilience in most recent economic reports, however, significant challenges remain ahead.

  • Latest data with notable exception of China largely exceeded expectation, the US is on track for 3% growth rate over current quarter.
  • A contributor to the above-average earnings growth experienced in recent decades has been the lower costs through increased globalization.
  • However, this is not the case for the non-Tech sector, where their margins have remained unchanged for the last two decades.

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11/28/2022 Market and Macro Review

Awards

The Asset Management Awards 2022

Finalist – Investment Consultancy of the Year, Fiduciary Manager of the Year & Diversity Award

UK Pensions Award 2022

Finalist – Risk Reduction Adviser of the Year & Fiduciary Manager of the Year

Pensions Age Awards 2022

Finalist – Pensions Consultancy of the Year, Fiduciary Management Firm of the Year & Innovation Award

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