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Through the Eye of the Hurricane: Final Stages of the Storm Should Create Opportunity

Source: Picton Mahoney Asset Management
Publish Date: Apr 17, 2023
Investors may have just experienced the eye of the hurricane. Previously, we had been expecting a headwinds-to-tailwinds scenario to materialize. Now, we believe that we’re moving through the eye of the hurricane, with potentially one more storm to emerge, before we enter a new market cycle with a more buoyant tone. As Q2 gets underway, we believe an economic contraction is likely, and a retesting of 2022 market lows remains quite possible. We also anticipate that the final stages of the storm should create opportunity.

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