Global Strategic Investment Research

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3Q 2023 Market Commentary

3Q 2023 Market Commentary

Nick Botticelli and Matt Underwood, CFA, CAIA give a brief overview of the third quarter, highlighting some of the key factors that led to a downshift from a very bullish 1H 2023. From "Higher for Longer" Fed expectations to tightening credit conditions and climbing delinquencies, caution is still warranted.

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4Q 2022

4Q 2022

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1Q 2022

4Q 2021

4Q 2021

3Q 2021

3Q 2021

2Q 2021

2Q 2021

1Q 2021

1Q 2021

Commentary

2023

2022

2021

Investment Strategy

Nick Botticelli

Chief Investment Strategist, Head of Southeast Office

(224)688-0110

nbotticelli@gsisus.com

Matt Underwood, CFA®, CAIA®

Director of Research and Portfolio Management, Head of Northeast/Mid-Atlantic Office

480-536-2097

munderwood@gsisus.com