The MSCI ACWI Index rose 0.5% in Q2 2023, bringing the year-to-date gain to 11.2%[1]. The Technology sector powered the increase, but only about a third of the 2,883 stocks outperformed the index, creating a challenging environment for active managers. Investors are asking - will there be a soft landing or a rocky landing?
If the US rate cycle takes a pause or pivots, what could be the implications? How have analyst revised their forward expectations through this market cycle? Is there alpha in following analyst sentiment?
Join this webinar where experts from MSCI and CFA Institute look to address the above questions and highlight key trends in performance across ESG, Climate, Thematic and regional indexes in Q2, 2023. We will also share some great insights on equity factors and their evolving role in asset allocation.
[1]. As of YTD June 8, 2023
