Page 1 - ISQ Outlook 2023
P. 1
VOLUME 15 | ISSUE 1 | JANUARY 2023
INVESTMENT LETTER FROM THE
CHIEF INVESTMENT OFFICER
page 2
STRATEGY page 6
2023: A YEAR OF TWO HALVES
FOR DEVELOPED MARKETS
OUARTERLY page 26
OUTLOOK FOR EMERGING
MARKETS
2023 Outlook
Recession Or Reorder page 9 US Economy page 12 Fixed Income page 16
Washington Policy page 19 Energy page 23
