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Monthly Macro and Strategy | Global Economy: Danger, Cliff Ahead

November 10, 2022

"While we are constructive on inflation getting back under control in the coming 18 months, it might just take a recession to break its back.” — Sébstien Mc Mahon and Adil Mahroug

 

Highlights:

  • Our leading economic indicators are pointing towards economic headwinds to continue in 2023, as the impacts from the aggressive tightening of global monetary policies could push the world economy into recession territory
  • The global equity bear market continues, and history suggests that we could see more bear market rallies before finding the absolute low, likely next year
  • While some opportunities have appeared within equities and fixed income, we recommend an overall defensive positioning until the macro backdrop becomes supportive again

Read the full article

 

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Sébastien Mc Mahon, MA, PRM, CFA
Chief Strategist, Senior Economist and Vice-President, Asset Allocation & Portfolio Manager

Adil Mahroug, M. Sc.
Senior Strategist and Director, Asset Allocation

 

Topic : Economic news

Written by iAIM

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