Stanford Brown Quartlery Review

Thank you, Stanford Brown Chief Investment Officer Nick Ryder, for sharing the link to their Stanford Brown Quarterly Review of Investment Markets Report.

In the Stanford Brown Quarterly Report, you will find:

The ‘Magnificent Seven’ leads the charge.

Inflation – Although it seems to have peaked, why it could prove sticky?

Interest rates – Why expectations for rate cuts in 2023 and 2024 may be premature.

Recession – Why the widely forecasted global recession in 2023 is now less likely.

In-depth Asset Class reviews

Current portfolio positioning as per the end of Q2 2023