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Investment Insights Q223

Marketing Owner
Print Date

With Spring just around the corner, could markets be in for a brighter period after a difficult start to the year? Our lead article in this quarter's InvestmentInsights looks at the outlook for US company profits against a backdrop of rising interest rates and slowing economic growth. Even before the latest turmoil in the banking system, we thought a US recession looked more likely than not in 2023. We explore what this means for our exposure to US equities. This latest edition also includes 'Taking a look at linkers', 'China past its peak', 'A green-energy minefield' and 'Votes against slavery'.