Trillium News
December 14, 2022

Investment Outlook – 2023 and Beyond

Learn how Trillium plans to position portfolios in 2023 given our expectations for interest rates, inflation, GDP growth and the geopolitical landscape. We also address why we believe that sustainable investing frameworks are better suited to the current environment—and beyond—than traditional investing frameworks alone.

Investment Outlook – 2023 and BeyondInvestment Outlook – 2023 and Beyond

Dear U.S. Environmental Protection Agency Administrator and Members of Congress,

Chief Investment Officer John Quealy, CPA moderates a 2023 Investment Outlook with Economist and Portfolio Manager Cheryl Smith, Ph.D., CFA, and Portfolio Manager Mitali Prasad, CFA. Learn more about our expectations regarding:

  • Inflation, unemployment, and interest rates
  • Recession, in the US and abroad
  • Commodities
  • Supply chains
  • Geopolitical disruptions

Given our expectations, we explain how we will seek to protect portfolios for a down market in 2023, and why our confidence that sustainable investing frameworks are superior to traditional investment approaches alone remains unabated.

Chief Investment Officer John Quealy, CPA moderates a 2023 Investment Outlook with Economist and Portfolio Manager Cheryl Smith, Ph.D., CFA, and Portfolio Manager Mitali Prasad, CFA. Learn more about our expectations regarding:

  • Inflation, unemployment, and interest rates
  • Recession, in the US and abroad
  • Commodities
  • Supply chains
  • Geopolitical disruptions

Given our expectations, we explain how we will seek to protect portfolios for a down market in 2023, and why our confidence that sustainable investing frameworks are superior to traditional investment approaches alone remains unabated.

Chief Investment Officer John Quealy, CPA moderates a 2023 Investment Outlook with Economist and Portfolio Manager Cheryl Smith, Ph.D., CFA, and Portfolio Manager Mitali Prasad, CFA. Learn more about our expectations regarding:

  • Inflation, unemployment, and interest rates
  • Recession, in the US and abroad
  • Commodities
  • Supply chains
  • Geopolitical disruptions

Given our expectations, we explain how we will seek to protect portfolios for a down market in 2023, and why our confidence that sustainable investing frameworks are superior to traditional investment approaches alone remains unabated.

Trillium's Approach to Investing in Energy and Power
No genuine effort to slow or combat climate change can ignore Energy and Power. Trillium seeks to find the companies best-positioned to lead―and benefit from―the ongoing energy transition. Learn more about our approach to investing in Energy and Power.

Advocacy Impact Report - Second Half 2021
Trillium considers it fundamental to our mission and our fiduciary responsibility to engage with the companies that we hold in our portfolios to press for positive change that we believe will help improve ESG policies, performance, or impact. Learn more about our recent engagement activities.
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