Holiday Reading

Global perspectives to end 2022 with

In the last curated list of insights into global markets and economies for this year, we are covering a number of core topics: climate change, the Chinese economy, inflation, monetary policy and private markets. From the Savvy team, we wish you a happy holidays!

Solving the $290 Billion Care Crisis (BCG)

The healthcare economy is in dire need of funding if the world wants to avoid another tragic pandemic. Here is where and why to invest in healthcare.

Economic and Market Outlook for 2023: Beating Back Inflation (Vanguard)

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

Rising inflation and tighter monetary policy have shifted the outlook for economic growth and market performance in 2023.

Private Equity Market Insights (BlackRock)

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

Private equity continues to see growing interest from investors seeking to diversify their portfolios and generate uncorrelated alpha.

2023 Outlook (Cambridge Associates)

The global economic cycle will continue towards a slowdown in 2023. This expectation is reflected in this investment outlook.

Macro Insights Q4 2022 (Fisher Investments)

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

The macroeconomic environment remains challenging as 2022 comes to an end. Will more of the same transpire next year?

Private Market Insights December 2022 (UBS AM)

Private markets remain a dynamic place for allocators to identify hedging opportunities and alpha generating investments.

The Emergence of China’s Greater Bay Area (Investcorp)

In China, the aim is for government initiatives to work hand in hand with market forces, resulting in a balance between self-sufficiency and global cooperation to drive long-term sustainable growth.

COP27: Achievements and Disappointments (OIES)

According to Climate Action Tracker only 29 countries out of 193 parties to the COP process have presented updated Nationally Determined Contributions or NDCs.