Market Outlook

Market Outlook for Q2 2023

We recommend investors maintain a long-term focus on equities as a critical growth engine in a well-balanced portfolio. While macro factors continue to drive « sentiment », company-specific factors are increasingly becoming the driver of returns. Therefore, investors should focus on resilience through quality stocks that emphasize earnings compounders, dividend growers, and stability sectors.

Our Fundamental Equities portfolio management teams are actively keying in on these qualities to build portfolios with a focus on long-term growth and stability. Remember, while equities may be more volatile in the short run, they historically offer better long-term returns than bonds.

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This text is for informational purposes only and should not be construed as an offer, solicitation, or recommendation for the subscription, purchase, sale, or safekeeping of any security or financial instrument, the engagement in any other transaction, the provision of any investment advice or service, or as a contractual document. It does not constitute investment, legal, tax, or accounting advice, or a representation that any investment or strategy is suitable or appropriate for an individual’s circumstances, nor does it constitute personalized investment advice for any investor.

This text reflects the information, opinions, and comments of Schmid & Partners Management Services Ltd., which are subject to change without notice.

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