2023 Investment Outlook - Some light for investors after the...
Must read articles
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 energy and inflation crises have uncovered cracks in the long-standing global foreign exchange regime. A new approach to currency management is required to face the immediate challenges, and the rise of an alternative regime.5 to 10 minutes
Dollar strength is causing strains, even in developed countries like Japan and Britain. Countries will have to intervene to fix misalignments in currency markets.< 5 minutes
As holidaymakers resume their familiar summer breaks and crowds return to the Champs-Elysées to cheer on the final stage of the 2022 Tour de France, elsewhere established customs and trends seem less secure.> 10 minutes
As the global economy recovers from its pandemic scars and inflation makes its first comeback in decades, the world is preparing to face its greatest ever challenges: the energy transition to fight the inexorable climate crisis and the development of an inclusive growth model.> 10 minutes
The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.> 10 minutes
The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an unprecedented contraction of activity in 2020 and in the deepest global recession since World War II. However, this recession has been the shortest and was not accompanied by a financial crisis thanks to fiscal and monetary policy responses, which have cushioned the economic shock. The exceptional measures put in place aim to buy the time needed to emerge from the health crisis.> 10 minutes
Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio construction.> 10 minutes
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