Economic, Market and Strategy Outlooks - Part VI

Is now the time to be cautiously optimistic about the future?

The tone defining the outlooks presented here is pragmatic: 2022 has been a difficult year for financial markets and asset managers are acknowledging this. However the volatility has also brought new opportunities to the surface. As such there is some optimism baked into the prevailing investor sentiment for 2023. Finally, don't miss the upcoming webinar on UK real estate – a timely discussion on an asset class attracting attention.

2023 Outlook: A Pivotal Year (Northern Trust AM)

Investors are expecting 2023 to be a pivotal year for both inflationary forces and the direction of monetary policy pursued by major central banks.

Real Estate 2023 Outlook (Nuveen)

What are the central themes that will shape real estate markets in the year ahead? Nuveen sheds some light on these key forces in this report.

Gold Market Outlook (World Gold Council)

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

Last year was a turbulent period for gold markets. Looking ahead, what will be driving demand for gold and, as a result, for gold prices?

Asia Ex-Japan 2023 Market Outlook (T. Rowe Price)

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

The global economy faces a number of headwinds. However, Asia is well-placed to weather these storms, especially when comparing with other regions.

Regional Outlooks (PGIM Real Estate)

Each global region is positioned differently to face the new set of risks and opportunities that 2023 will bring. This report offers a detailed analysis of each region.

2023 MENA Fixed Income Outlook (Franklin Templeton Investments)

For compliance reasons, this paper is only accessible in the EMEA region

Although 2022 has been a difficult year for fixed income markets, 2023 could offer a more promising outlook. High quality credit products ought to do well.

Agricultural Economics Report: 2023 Annual Outlook (Purdue University)

The agriculture sector is facing a range of challenges – from high interest rates and risks of economic recession, to an increasingly tense geopolitical environment.

SAVVY WEBINAR

Webinar 02 Feb 2023: Venturing into Value - UK Real Estate

Join the Head of Investment Solutions at LGIM Real Assets for a timely conversation on the potential opportunities of investing in the UK real estate sector. Thursday 02 February 2023 at 8.30 am GMT / 9.30 am CET / 4.30 pm CST Asia.