Guides to Global Markets: Key Asset and Economic Outlooks

What global allocators can expect from the final quarter of 2022

This year has been truly extraordinary for investors. The market regime which has been supported by easy monetary policy and relatively responsible fiscal spending seems to be at an end. A new paradigm is emerging. This collection of economic outlooks and market guides provides institutional investors with must-read content from some of the leading institutions and asset managers on what the future may hold for different asset classes and economies.

Q4 2022 Guide to the Markets (JP Morgan AM)

This flagship report for global investment markets covers the outlook for the final quarter of 2022 for Europe, U.S., Asia, Australia and the UK.

Portfolio Perspectives (BlackRock)

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

The great moderation, which has been the default state for markets and economies for a while, is giving way to a new paradigm. What will the new market regime look like?

Real Estate Outlook – Global, Edition September 2022 (UBS Asset Management)

The market backdrop has become more challenging for investors recently. Will this continue to be the case for the remainder of this year?

Credit Insights: Navigating Recession Risks (Insight Investment)

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

As the U.S. economy is heading towards a slowdown, credit investors are bracing themselves for a recessionary environment.

Q4 2022 Outlook (PGIM Fixed Income)

Fixed income allocators find themselves in the midst of an unprecedented economic cycle: the familiar monetary policy regime is now changing at a rapid pace.

U.S. Commercial Real Estate Outlook (MetLife IM)

The outlook for real estate fundamentals (rents and vacancy) has remained broadly unchanged throughout the year, with the same factors impacting real estate prices.

Fundamental Equities Outlook Q4 2022: Winter Really Is Coming (Robeco)

Equity allocators are increasingly worried about the final quarter of 2022: will a deep economic recession weigh on stocks?

World Economic Outlook Oct. 2022 (IMF)

The analysis and projections contained in the report are integral elements of the IMF’s surveillance of economic developments and policies in its member countries.

Equity Market Outlook 4Q 2022 (Neuberger Berman)

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

The equity market sell-off continues to weigh on investor sentiment. As such, the question of whether the bear market will persist remains key for many allocators.

Short-Term Energy Outlook – Sep 2022 (US EIA)

Energy markets have become one of the key subjects globally since the Russian invasion of Ukraine. This outlook offers investors insights into what's next for energy markets.