Market GPS
Portfolio Manager Outlooks
Navigate the risks and opportunities ahead with our 2023 portfolio manager outlooks.
Equities
Resources ready to be recharged
A discussion on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.
Global tech in 2023: An opportunity for the strongest businesses
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.
Sustainable equity in 2023: a year for reshoring, rebuilding and electrification
What does 2023 look like for Sustainable Equities? Hamish Chamberlayne explores.
EM equities set to strike a balance between growth and valuation
Near-term uncertainty to give way to attractive secular growth prospects for emerging market stocks in 2023. In this video, Daniel Graña explains what this means for investors.
Fixed Income
Multi-asset credit: a year of two halves
2023 could be a tale of two halves as the economic reality of recession sinks in. Where should investors look for opportunities?
Emerging markets debt: a silver lining to the global slowdown?
Could a shift in the US hiking cycle spell a brighter outlook for hard currency emerging market debt? The Emerging Markets Debt Hard Currency team explores.
2023 outlook: Australian fixed interest
Jay Sivapalan, Head of Australian Fixed Interest, discusses the key events and factors shaping the outlook for the year ahead.
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 and Multi-Asset
The forecasters were right
Just how good an indicator of future performance are earnings predictions?
Multi-asset outlook for 2023 – light at the end of the tunnel
With most of the bad news seemingly already priced in on the interest rate front, Paul O’Connor explores whether markets will deliver positive returns for investors in 2023.
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.
ESG Investment Outlook: Sailing through rough seas in 2023
ESG investing faced headwinds in 2022, leading to questions about its future role. We believe ESG will remain a crucial consideration for investors.