Gregory Halton, Senior Portfolio Manager, assesses the opportunities and risks of the semiconductor sector that is suddenly making front-page news in this European Investor article. Click here to read the article.
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International Equity Investment Outlook – Q3 2023
The most recent IMF forecasts for world growth estimate 3% real GDP growth for this year and next year, with the US economy avoiding a recession. While projected global growth is low against pre-pandemic history, most investors would be relieved to escape that easily.