Quarterly Review Q2 2023
Summary: Q2 2023 finished roughly in line with expectations as performance across broad assets classes was largely driven by seasonal tailwinds, disinflation, AI, and overweight bearish sentiment correcting itself (which remains high from a historical perspective). Both the S&P 500 and Nasdaq 100 continued to steadily regain last year’s losses, with year-to-date gains recovering more […]
WHEN PRIOR ACTION IS REVERSED IN ONE GO, PAY ATTENTION
Outlook: The upward trend across equity indices, powered by artificial intelligence, will continue to drive further growth even though some indicators suggest these markets are overbought. It is expected that some of the profits from the large, dominant companies that have largely influenced 2023’s growth will be redirected into smaller companies and riskier investments (for […]
