INSIGHTS & NEWS
Q2 2023 BIM Review
Q2 23 | CONTINUED MODERATION OF INFLATION IS KEY TO A SOFT LANDING SCENARIO
| INVESTMENT ENVIRONMENT | EQUITY MARKETS | FIXED INCOME MARKETS |
| A soft landing remains in play given a resilient consumer and moderating inflation. Resolution of the U.S. debt ceiling was a key de-risking event. | Information Technology and A.I. exuberance leads the markets higher, though many attractive opportunities exist outside of the momentum plays. | Interest rates in North America are likely to plateau soon as the focus of central banks will turn towards the terminal rate. |
