Market GPS

2023 Investment Outlook: Finding the silver lining

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Asset class perspectives

Find out which themes matter across asset classes and where investors might find a silver lining.

Portfolio manager outlooks

Stay informed on the risks and opportunities ahead with our individual investment team insights.

In conversation

Watch our on-demand webinar discussing the economic outlook and key investment considerations for 2023.

Themes to watch

Investors will continue to grapple with market shocks in 2023, but it’s time to focus on the silver lining and seek to capitalize on the opportunities ahead.

Adam Hetts, Global Head of Portfolio Construction and Strategy

Investors will continue to grapple with market shocks in 2023, but it’s time to focus on the silver lining and seek to capitalize on the opportunities ahead.

Adam Hetts, Global Head of Portfolio Construction and Strategy

Our perspectives

Equities Investment Outlook: Follow the data, not the drama

Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.

Fixed Income Investment Outlook: Ingredients in the mix for a more appetising 2023

Cumulative central bank policy should dampen inflation, bringing relief on rates in 2023 but the outlook for credit is set to be more challenged.

Alternatives Investment Outlook: The scale of change demands a different mindset

Explore the opportunity for alternatives investing following a year that tested the resilience of traditional strategies built around ‘core’ asset classes.

Portfolio Manager Outlooks Monitor Capture

Portfolio manager outlooks

Navigate the risks and opportunities ahead with the help of our investment team insights.