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.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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.
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.
Cumulative central bank policy should dampen inflation, bringing relief on rates in 2023 but the outlook for credit is set to be more challenged.
With all eyes on macro developments, we identify which economic and market developments investors should now be monitoring.
While the pace of rate increases may slow in coming months, the Federal Reserve’s objective of achieving price stability is far from over.
Assessing the potential outcomes of the upcoming U.S. midterm elections can play a useful role in identifying pockets of attractiveness in markets going forward.
This year’s bond market stress is a warning sign to other asset classes and the real economy.
A likely path for U.S. core inflation and finding value within fixed income.
Forward, long leading economic indicators signal what looks like a long and deep global recession into mid-2023 at a minimum.