A mixed batch of macroeconomic data and guidance from earnings reports gave Bond Funds a boost despite it hard to find investors’ optimistic at large. Falling inflation, feeling of tightening doing its job to check economic activity and the selloff of bonds last year has helped this asset class in the start of 2023. The band that the Bank of Japan is using to try and control 10-year Japanese Government Bond issues has markets tense and investors feeling it doesn’t reflect global reality. Meanwhile, Cam talks about a somewhat improved outlook for Europe Equity compared to that in 4Q22, touching on natural gas usage, Russia’s supply and an unusually warm winter. And Kirsten carries that over into an overview of Sector Funds, which saw Consumer Goods and Industrials benefit while Technology Sector Funds suffer. 

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