Into the waiting game Q1 2023 market review in pdf Although I originally planned a video presentation about first quarter 2023 market performance, I have instead provided a simple slide presentation which will be quicker to read through. You can find the slides here with a few notes attached and should be read in conjunction with the slides that I presented at the Master Investor Show at the weekend (available here). Regular readers will know that my general stance remains cautious, while conceding that the economic data and equity markets have been more resilient than I expected in the last f...