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


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Learn more2023 Investment Outlook:
Finding the silver lining
Navigate the risks and opportunities ahead with our 2023 portfolio manager outlooks.
A discussion on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.
In his 2023 investment outlook, Doug Rao discusses pursuing durable US growth in a market that remains in flux.
A discussion on valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.
John Bennett explains why 2023 might be an opportune time to get into European equities.
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.
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.
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.
Cumulative central bank policy should dampen inflation, bringing relief on rates in 2023 but the outlook for credit is set to be more challenged.
Just how good an indicator of future performance are earnings predictions?
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.
Explore the opportunity for alternatives investing following a year that tested the resilience of traditional strategies built around ‘core’ asset classes.
ESG investing faced headwinds in 2022, leading to questions about its future role. We believe ESG will remain a crucial consideration for investors.
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