Bruno Paulson

While global markets recorded a second consecutive quarter of growth in Q1, only 13 per cent of ASX200 results beat forecasts, and signs that an economic reckoning is ready to unfold are flashing red, analysts say.

After equity markets recalibrated during a volatile 2022, the market is anticipating a tale of two halves in 2023. Investors should look for opportunities in established and high-quality global stocks, with a focus on corporate earnings.