By Fisher Investments, 22/02/2023

Macro Insights Q1 2023

Macro Insights: Fisher Investments’ global macro perspective in charts

We believe a new bull market cycle is close, if not already underway. Growth should outperform early as the hardest-hit equity categories rebound, but cyclical value stocks may take over by yearend. Widespread pessimism over inflation, central banks and recession is likely priced into markets creating an opportunity for positive surprise in 2023.

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*The foregoing information constitutes the views of Fisher Investments based on information believed to be reliable. There can be no assurances that Fisher Investments will continue to hold these views. These views may change at any time based on new information, analysis, or reconsideration.

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About Fisher Investments Australasia

Fisher Investments Australasia offers a variety of Global, Non-US, and US Equity strategies for institutional investors. FIA delegates portfolio management to its parent company, Fisher Investments, a money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than $406 billion* in assets for over 150,000 clients globally.* Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 31/03/2024)

For your reference, Fisher Investments Australasia is an investment manager located in Sydney. The parent company, Fisher Investments, is based in the United States, and manages assets for large institutional clients around the world.