With a challenging first half of 2022, Santa has come early and offered strong returns for markets and clients that didn’t run for the hills.

Meanwhile, Forstrong’s investment team revisits October’s piece “Pivotal Moments” suggesting that some markets may in fact be forming a medium-term bottom.

In this episode of Forstrong’s 5 Minute Macro, host John Teskey is joined by Tyler Mordy, CEO and CIO of Forstrong Global, to discuss:

•  Current conditions that are consistent with a bottoming process and upside surprises
• Look ahead to 2023
• Positioning portfolios to benefit from higher interest rates