The End of Irrationality: A Healthy Narrative Will Drive Global Markets Into 2023
Vontobel Quality Growth Boutique’s investment team shares their 2023 outlook for global equities. Without the tailwind of easy money, the next decade will be a departure from the past. Given expectations that the majority of U.S. interest rate hikes have already occurred, stock performance should be more closely tied to earnings, marking a healthy dynamic.