More H2 2023 Outlooks

Additional perspectives on the rest of 2023

Last week we provided allocators with the first selection of outlooks for the rest of 2023. Investors can find below more in-depth research from global asset managers on what the next few months may have in store for them. This collection of outlooks covers private markets, global equities, bonds, and more.

Mid-Year Outlook: Global Stocks and Economy (Charles Schwab Asset Management)

The second half of 2023 may hold fewer surprises for global equity investors, allowing allocators to focus on deploying capital efficiently.

2023 Midyear Outlook (NYLIM Multi-Asset Solutions)

Timing the economic cycle has become increasingly difficult over the last few years. This is likely to remain the case for the rest of 2023. Where does this leave investors?

Asset Allocation Insights: What's Next for Markets? (FTSE Russell)

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

Progress on inflation control and central bank rate paths differs between countries, leading to new and dynamic investment opportunities.

Mid-year Outlook 2023: Global Themes (Amundi)

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

Central banks are facing a difficult time as monetary paths diverge. This can mean more volatility for investors going forward. But where there is risk, there is also reward.

2023 Mid-year Equity Market Outlook (Wellington Management)

In this in-depth global equities outlook, investment experts provide timely sector insights while also discussing factor investing, fundamental analysis and more.

2023 Private Markets Outlook (Franklin Templeton Investments)

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

Private markets are entering a new era which will test investors’ previously held assumptions about liquidity management, portfolio construction, and manager selection.

Investment And Economic Outlook: From June Onwards (Vanguard)

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

Latest data shows that key economies around world are embarking on different growth paths. This development can offer interesting opportunities for allocators.

Podcast: Sustainable Investing Midyear Outlook (Allspring Global Investments)

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

Sustainable investing has been through a volatile period in recent months, especially in the ESG space. Against this backdrop, how should allocators view sustainable investing?

Bond Outlook: Fed Pause Leaves Many Paths To Income Potential (Capital Group)

For compliance reasons, this paper is only accessible in the UK & Europe

The U.S. Federal Reserve paused its monetary policy, leaving rates higher than before. This may mean that bonds are better prepared to absorb price or interest rate volatility.

Video: Replicating Hedge Funds, and the Outlook for Inflation (Excess Returns)

Bob Elliott, founder of Unlimited Funds, offers his perspective on hedge fund strategies in the context of a tougher inflationary environment.