Banríon Capital's Sissel on Markets, Strategy

The video discusses the market outlook for 2023, highlighting challenges in the first half due to tight job markets and Fed policies. It explores the impact of China's reopening on global markets, particularly commodities and inflation. Investment strategies are suggested, focusing on equities and fixed income. The video also analyzes the profit recession, predicting a recovery in the second half of the year. Apple's market position is examined, noting its resilience and potential growth with new products.

What strategies is the speaker considering for their portfolio positioning?

How does the speaker view the current state of earnings and profits?

What is the speaker's outlook on Apple's stock performance in the second half of the year?