Morrows Private Wealth presents Craig Ferguson of Antipodean Capital – February 2023
2022 brought the fastest interest rate hiking cycle in decades for most developed economies, as central banks acted to try to contain the highest inflation in a generation. The true impact of these hikes will be felt throughout 2023, will we see a “soft landing” or are we heading into something more sinister?
Craig Ferguson works closely with the MPW Investment Committee as an external consultant, providing macro-economic, asset allocation and investment strategy advice.
Craig provides his outlook for 2023 and discusses both the risks and opportunities that are expected to develop throughout the year.
We encourage you to watch this briefing to gain an insight into our view of the current economic climate and the strategies that the MPW Investment Committee will be recommending for your portfolio going forward.
If you have any questions regarding the materials discussed throughout the presentation or would like to discuss the current positioning of your investment portfolio, please reach out to your Morrows Private Wealth advisor.
Additional Resources
Click on the link below to access the slides used in the above briefing.
About Craig Ferguson
Antipodean Capital is an Australian based, domestic and global focused world-class economic research and forecasting firm that was established by Craig Ferguson in 2006.
Craig formerly worked with JP Morgan (1994-2003) as a currency and bond trader, and was head of their cross-market technical analysis group between 1999-2003 when his group was regularly ranked top three in the world.