March 2023 Monthly Investment Markets Report

Welcome to Stanford Brown’s Monthly Investment Markets Report for March 2023. We aim to help investors cut through all the media noise and hype and understand what is really driving investment markets and portfolio returns.

This month we cover:

• Are rate cuts priced into bond markets for 2023 likely to eventuate?
• Why equities have limited upside in the near term
• How the recent global bank stress was a case of bad news is good news for equities
• Why US commercial property, particularly office property, is in trouble

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