Macquarie’s market guru got 2023 mostly right. Here’s what’s next
Viktor Shvets says investors will dodge recession, and central banks will be cutting rates sooner than thought. But this won’t be the nirvana investors hope.
Macquarie Group’s global markets guru, Viktor Shvets, has a blunt message for investors hoping things might get back to normal as the pandemic fades from view.
The Goldilocks outcome of no recession and lower interest rates won’t make it any easier to generate returns.
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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
