Guides to the Markets and Outlooks for 2023

Near-term developments and long-term transformations

We continue our series of outlooks for global markets and economies, focusing this time on events that may transpire in the near-term as well as on changes that shape the world for the long run. Additionally, below you can find JP Morgan Asset Management's Guides to the Markets. Each of these publications offers allocators insights into the direction of a particular economic region. Also, check out the Webinar hosted by State Street on 25th January, discussing 'Old Challenges and New Frontiers: Private Market Trends in the 2020s'.

2023 Outlook (PGIM Quantitative Solutions)

Forward looking returns appear attractive across a range of asset classes. Will 2023 prove to be more helpful for investment profits?

2023 Private Markets Outlook (BlackRock)

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

Some of the themes that created volatility in 2022 are expected to continue this year. However, investors appear to be more optimistic about what the future holds.

Investment Outlook 2023 – Investing in an Age of Transformation (BNP Paribas AM)

Investors need to focus on both the near-term developments that are facing the global economy and on the long-term changes that are transforming the world.

2023 Investment Outlook - Some Light For Investors After The Storm (Amundi)

For compliance reasons, this paper is NOT accessible in the United States

Three themes will shape the world in 2023: the direction of the Fed's policy, Europe's energy crisis and China's potential for growth.

Looking Ahead: U.S. Private Credit In An Age Of Scarcity (Nuveen)

Through all cycles the most experienced private credit managers can extract attractive investor terms and maintain a low-default, diversified portfolio.

Europe Q1 2023 Guide to the Markets (JP Morgan AM)

This Guide to Markets provides the outlook for Q1 2023 with a focus on Europe.

UK Q1 2023 Guide to the Markets (JP Morgan AM)

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

This Guide to Markets provides the outlook for Q1 2023 with a focus on the United Kingdom.

Asia Pacific Q1 2023 Guide to the Markets (JP Morgan AM)

This Guide to Markets provides the outlook for Q1 2023 with a focus on Asia-Pacific.

Latin America Q1 2023 Guide to the Markets (JP Morgan AM)

This Guide to Markets provides the outlook for Q1 2023 with a focus on Latin America.

Australia Q1 2023 Guide to the Markets (JP Morgan AM)

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

This Guide to Markets provides the outlook for Q1 2023 with a focus on Australia.

SAVVY WEBINAR

Old Challenges and New Frontiers: Private Market Trends in the 2020s (State Street Corporation)

Join State Street experts Wednesday, 25th January at 9 am ET / 2 pm GMT / 3 pm CET for their webinar 'Old Challenges and New Frontiers: Private Market Trends in the 2020s' – based on a survey of 480 investment institutions fielded in Q4 2022, with respondents from across the Americas, mainland Europe, APAC, and the UK.