Economic, Market and Strategy Outlooks - Part III

Insights into what the next year may hold for allocators

As we are approach a new year, more outlooks are reaching our desks. The pieces below provide investors around the world with assessments, scenarios and assumptions developed by global asset managers in an attempt to make sense of what may transpire in 2023 for markets and key economies.

Outlook 2023: Testing Times and Sustainable Solutions (Impax Asset Management)

The macro backdrop in 2023 is going to be a difficult one for markets. However, short-term volatility can create long-term opportunities.

Gold Outlook 2023: The Global Economy at a Crossroads (World Gold Council)

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

The global economy is at a crucial moment in the cycle. The next year is set to be as challenging as the last twelve months. Gold could be a hedge against uncertainty.

Investment Outlook 2023 (RLAM)

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

Rising inflation and tighter monetary policy are the two macroeconomic forces that will define the market environment in 2023, and perhaps even beyond.

2023 Investment Outlooks (Invesco)

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

After a year of synchronised monetary policy tightening, many economies find themselves facing recession. Meanwhile, markets remain scared of more volatility.

2023 Market Outlook: Navigating the Global Reset (Eastspring Investments)

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

In line with consensus, this outlook discusses the two key macro forces that are likely to shape markets in 2023: inflation and monetary policy.

2023 Global Macro Outlook (Franklin Templeton Investments)

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

Overall, conditions continue to appear broadly supportive of strategic positions in specific risk assets, argues Franklin Templeton Investments.

2022 Digital Assets Outlook Survey (Coinbase Institutional)

This year has been a difficult one for crypto assets. Investor sentiment towards the sector has become more bearish. What does 2023 hold for cryptos?

Private Financial Markets: The Road to Next (Deloitte)

Private market investments continue to be in high demand. Investors are looking for new sources of alpha and novel products for diversification.