Economic, Markets and Strategy Outlooks - Part II

Perspectives and forecasts from global asset managers

The global order is changing fast, with the macroeconomic backdrop becoming more uncertain. Risks abound but so do opportunities. Below, you can find analysis from global asset managers on the near- and long-term prospects for key economies and markets.

2023 Investment Outlook | Market GPS (Janus Henderson Investors)

This year has been a turning point for global investors. The world order has changed forever. What does the next 12 months hold for allocators?

2023 Outlook: Short-term Pain, Long-term Gain (Robeco)

In the short-term, the investing landscape will likely remain volatile and highly uncertain. But over the long-term, there might be substantial opportunities for investors.

Outlook 2023: Opportunity in a Volatile World (Macquarie AM)

The world has entered a fundamentally different macroeconomic regime. Global allocators must learn to navigate more volatile markets going forward.

Global Real Estate Outlook 2023 (M&G Investments)

For compliance reasons, this paper is only accessible in certain geographies

As a result of central banks' fight against inflation, real yields have come under pressure globally. Can real estate still offer income opportunities for investors?

This Year's Policy Response A Harbinger for Things To Come (MetLife IM)

China remains a massive player in the global economy. This year's 20th Party Congress will have implications for years to come. This paper examines some of them.

2023 Infrastructure Outlook (UBS AM)

Infrastructure continues to gain attention from investors seeking protection against inflation and a source of long-term capital gains.

Investment Outlook 2023: A Fundamental Reset (Credit Suisse)

The “Great Transition” continues to unfold, ushering in a new regime for economies and markets. Will 2023 see a continuation of this theme?

Fixed Income Investment Outlook: A Promising Year After the Selloff (Invesco)

For compliance reasons, this paper is only accessible in certain geographies

Fixed income markets have been highly volatile this year, as central banks have changed their policies. Will inflation, and therefore rates, normalise in 2023?

Economic And Market Outlook For 2023: Global Summary (Vanguard)

For compliance reasons, this paper is only accessible in the United States

The end of accommodative monetary policy will likely continue shaping the world's economies and markets well into the next year.

UPCOMING WEBINAR

The Risk Report: 2022 Edition (Northern Trust AM)

This newly updated analysis of nearly 300 institutional equity portfolios totalling $250+ billion of assets reveals the six common drivers of unexpected investment results. Join Northern Trust Asset Management on Thursday, 15th December, at 9 am ET / 2 pm GMT / 3 pm CET as they uncover the key findings.