1Q23 Investment Review & Market Outlook

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1Q23 Investment Review & Market Outlook

CIO John Quealy and Economist Cheryl Smith discuss Trillium investment strategies’ performance during the turbulent first quarter and provide a market and economic outlook based on the work they have done to date.

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May 11, 2023

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May 11, 2023

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Watch Trillium’s 1Q23 Investment Review and Market Outlook, as Chief Investment Officer and Portfolio Manager John Quealy and Economist and Portfolio Manager Cheryl Smith discuss:

Trillium investment strategies’ performance against the backdrop of a turbulent first quarter
Portfolio exposure to the Financials sector – prior to the regional bank crisis and after
What’s next and where do we go from here? Market expectations and portfolio positioning

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‍

Watch Trillium’s 1Q23 Investment Review and Market Outlook, as Chief Investment Officer and Portfolio Manager John Quealy and Economist and Portfolio Manager Cheryl Smith discuss:

Trillium investment strategies’ performance against the backdrop of a turbulent first quarter
Portfolio exposure to the Financials sector – prior to the regional bank crisis and after
What’s next and where do we go from here? Market expectations and portfolio positioning

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