In our 2023 Outlook paper, we look back on last year and outline the key themes that could shape markets in the year ahead.
2022 was a challenging year which rocked financial markets and forced investors to reconsider their positioning against a backdrop of uncertainty. Russia’s invasion of Ukraine challenged Europe’s reliance on Russian commodities and caused an energy crisis; inflation soared to a four-decade high, sparking a cost-of-living crisis. Investors are understandably cautious about what might be in store for the year ahead.
In this paper, our investment teams across fixed income, equities and private markets share their views on the direction markets may be headed after a stormy year and how they are positioning their strategies. For some, the fallout from 2022 could offer a few silver linings.
You can now read the full whitepaper at the link below