2023 Investment Outlook - Some light for investors after the...
Must read articles
Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.5 to 10 minutes
Understanding the outcome of the December FOMC meeting and its market implications.< 5 minutes
Investors can no longer expect double-digit returns as inflation has roared back to life and central banks are tightening policy. A higher-for-longer interest rate environment will require a different approach to asset allocation and portfolio construction. Pension plans are looking to real assets and private markets to generate income.< 5 minutes
The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits recession and still elevated (albeit moderating) inflation.5 to 10 minutes
December, the month where festive end-of-year preparations and celebrations shift into top gear, just as commentators become busy reflecting on the past year and making predictions for the next. In the finance sector, our inboxes overflow with analysis of likely economic and market developments in 2023.> 10 minutes
After a prolonged era of cheap money and double-digit returns, the sharp spike in inflation to its 40-year high in 2022 was a game changer.> 10 minutes
The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.> 10 minutes
Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.5 to 10 minutes
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