Q2 2023 brought a mix of outcomes for the North American consumer and retail sector. The worries stemming from regional banks were addressed, headline inflation dipped to 4%, and the US debt ceiling concern were finally resolved. The sector remained resilient amidst ongoing macroeconomic challenges like high-interest rates, geopolitical tensions, a tightening labor market, and escalating raw material costs. How will the interplay of receding inflation and a robust labor market impact consumer purchasing behavior and sector performance? Our Q2 2023 sector update delves into the sector’s performance, M&A, and capital market activities, offering insights into its prospects and emerging trends

Asset & Wealth Management Firms
The Monthly Market Pulse – Jun 2026
Explore how DC investing, AI talent, and family office evolution are transforming asset and wealth management.


