Our Chief Investment Officer, Marco Pabst, provides Arbion’s Investment Viewpoints for March 2023.

Click to read here.

- Quickly climbing rates are beginning to expose weak actors in the system.

- As liquidity is receding and real rates are rising, investors should keep their focus on strong short-duration assets.

- The market’s response to the current crisis suggests we are nearer to the end of the rate hike cycle.

- Higher rates and inflation are putting pressure on valuations and the absence of earnings growth does not help.

- Investor sentiment has been poor for some time which implies that potential downside volatility is likely to be limited.