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Outlook 2023: Better Than Feared

Olga Bitel, Partner
Global Equity

As we look out to 2023, the U.S. Federal Reserve (Fed) has reached its “neutral” monetary policy stance, and the European Central Bank (ECB) is not far behind. Europe has moved fast to secure fossil...

What’s Driving U.S. Dollar Strength?

Olga Bitel, Partner
Global Equity

As of mid-October, the U.S. dollar was trading at levels not seen since the early 2000s, when the U.S. Federal Reserve (Fed), under then-chairman Alan Greenspan, was raising interest rates to respond to a rapidly...

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