TOBAM’s Puhan Expects Further Downside In Equity Markets In 2023

Tatjana Puhan, deputy chief investment officer at TOBAM, said there is further downside potential in equity markets, with the possibility of up to 10% until year-end and 20% further out into 2023-2024. Puhan pointed to market neutral systematic strategies and futures-based overlays as a way to best manage portfolios in the current environment.