INSIGHTS & NEWS
Q1 2023 BIM Review
Q1 23 | RESILIENT MARKETS DESPITE RATE HIKING STRESS
INVESTMENT ENVIRONMENT | EQUITY MARKETS | FIXED INCOME MARKETS |
Select U.S. regional bank issues initially spooked the market. Quick action by The Fed and lack of systemic problems provided calm. |
Shifting Fed expectations provide boost for secular growth stocks, including large-cap technology. |
Bonds exhibit volatility as markets were quick to embrace each data release and central bank communication. |