Market GPS

Portfolio Manager Outlooks

Navigate the risks and opportunities ahead with our 2023 portfolio manager outlooks.

2023 Investment Outlook hero map


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.

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

Floating rate assets

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 Sri Lankan fishermen

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.