State of Play

Dear Member,

Happy New Year and thank you for being part of The Gryning Portfolio going into 2023. Here’s what the Gryning Portfolio will bring going forward:

As is habitual for me, I start of the year by contextualising the obvious broad market views held by institutional players. I have 2023 outlooks from most of the major banks (GS, JPM, MS, Blackrock,…