By Fisher Investments UK, 15/05/2023

Macro Insights Q2 2023

Macro Insights: Fisher Investments’ global macro perspective in charts

We believe a new bull market is near or already underway. Equities that fell the most during the downturn have led the recovery so far, but this “bounce effect” has a limited lifespan. If an economic downturn arrives in 2023, widespread recession expectations likely mute its impact, and dour sentiment regarding inflation, falling earnings and US regional banking problems helps set the stage for positive surprise and strong equity returns going forward.

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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 Europe

Fisher Investments Europe was established in London, England in 2000. Fisher Investments Europe offers the portfolio management services of its parent company, Fisher Investments, an independent money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than £155 billion* in assets for over 100.000 private clients and 150 institutional clients globally.* Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 to 2017, 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 31/03/2023)