Echo Bubbles and New Investment Leadership
“Five Minute Macro” Video Series – March 2023
The market rally from the lows of October 2022 has not been a trusted one. Pessimism remains high and recessionary concerns are dominating market commentary.
Maintaining focus in this environment of skittish sentiment, mixed signals and global divergences can be challenging. However, investors should stay oriented to the new investment leadership unfolding while taking advantage of the higher yields now on offer.
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 market mood
- Why “echo bubbles” won’t last
- Forstrong’s “income and growth” positioning in a market that is sending conflicting signals.