Category: Outlook

Q3 Outlook: A changing of the guard?

It was a turbulent first half of the year for markets. Has it merely been a challenging period? Or are we seeing a full-scale change of market regime?


In this edition of our Active Strategies Quarterly Outlook, we unpick these questions and more, covering:

  • How the next downturn will reveal the new contours of any new investing paradigm
  • The prospects for corporate fundamentals in a recession
  • The industries that could be winners and losers in the cost of living crisis

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