Near its midpoint, 2023 has already been an eventful year. As always, our goal is to provide you with insights to help you navigate the ever-changing macro environment.

In this month’s “5 Minute Macro” video, Forstrong’s Omar Rayes, VP of Sales, and Tyler Mordy, CEO/CIO, will discuss the following:

• What’s driving the rush into cash?
• Why are higher cash levels linked to higher confusion (and, ultimately, higher returns for risk assets)?
• How to position portfolios for a “higher for longer” interest rate environment