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.
Evaluating US growth equities in a market that remains murky
In his 2023 investment outlook, Doug Rao discusses pursuing durable US growth in a market that remains in flux.
A focus on rational expectations key for technology stocks
A discussion on valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.
2023 outlook: a comeback year for European equities?
John Bennett explains why 2023 might be an opportune time to get into European equities.
Fixed Income
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.
High quality bonds are primed to bloom in 2023
The titan arum only flowers occasionally, but when it does, the results are impressive; high quality bonds could be set for a similar display in 2023.
High yield bonds: 2023 is a year for core strength
Tom Ross explains that while high yield bond investors may need some inner strength to get past peak fear, 2023 may prove manageable if the economic downturn is shallow.
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?
Absolute return: ready for uncertainty in 2023
In this video, Luke Newman discusses the prospects for absolute return in 2023 following a truly challenging year for global markets, marked by inflationary pressures, rising rates and slowing growth.
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.