Horizon Handout May 2023
Equities at this year's high, recently driven by defensive stocks
Increased recession worries, falling yields & steeper yield curves
Equity markets ignore economic risks
Horizon Handout April 2023
Managed assets of US money market funds rise to a new record
Horizon Q2│2023
Higher for longer - already over again or just on hold?
The air is getting thinner
Innovative investment approaches in the bond sector