Insights
2023 Global Multi-Asset Team Outlook
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Global Multi-Asset Viewpoint
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January 31, 2023
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2023 Global Multi-Asset Team Outlook |
After one of the toughest years for both stocks and bonds in decades, there is a pervasive sense of cautiousness and apprehensiveness on the part of investors and asset owners: is the nightmare over? Or will 2023 bring more of the same?
In this piece, we lay out 8 key macroeconomic and investment themes we expect will materialize over the coming year. Some are a continuation of existing trends, others are new trends we expect to be established in coming quarters, and yet others are reversals of prior trends. However, we do see all these 2023 themes occurring in the context of a broad multi-year regime shift driven by the end of both free money and low-flation, structural trends we have been writing about for nearly three years.
For more please download the full report.
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Head of Global Multi-Asset Team
Global Multi-Asset Team
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Managing Director
Global Multi-Asset Team
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