Market Insights: 15/05/2023

“If one tries too hard to be precise, one runs the risk of being so narrow as to be irrelevant”

R. J. Shiller

Conflicting signals from “equity vs bond” market and “actual vs survey” data has many investors confused. So elusive is the nature of this cycle that only time will tell what the market was precisely up to. Mindful of this uncanny backdrop, in our latest market insights, we first try to broadly cover the most pressing questions in investors’ minds and then give a sense of portfolio positioning:

  • What is US equity market signaling?
  • What a FED pause may mean for the equity market?
  • What is the lesson from history?
  • What is the signal from 1Q23 earning season?
  • What is the upside risk for equities?

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