Time for a Recess….On Recession Talk
“Five Minute Macro” Video Series – January 2023
Take a breather. 2022 is over. With a year that saw rapid inflation, hawkish world banks, struggling equities and the worst annual performance of US bonds since 1976, investors had little place to hide. They carry with them their negative sentiment into 2023. The buzz word is “recession”.
Meanwhile, Forstrong’s investment team sees the possibility of some key upside surprises.
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:
- 2022 a retrospective and current investment positioning
- Views on possible recession in 2023
- Current scenarios for global growth