Our mid-year 2023 investment outlook for navigating market trends and portfolio opportunities.
Worst case avoided
While challenges remain, the worst-case scenario for the economy looks to have been avoided, which should be positive for equities.
Mind the gap
Winners and losers in each sector will diverge further. Understanding what you own is more important than ever – in equities and fixed income.
True diversification is crucial in an uncertain world. Alternative asset classes can play this 'shock absorber' role - both in defensive and proactive positioning.
Time for a portfolio pivot?
|As the global economy resets, we believe nimble investors - including those willing to deviate from their benchmark - will make the most of the opportunity to pivot their portfolios from defense to offense.
Adam Hetts, Global Head of Portfolio Construction and Strategy
Asset class outlooks
Explore the latest thinking from our investment experts as we chart a course for the remainder of the year.