2023 Investment Outlook

décembre 14, 2022

2023 Investment Outlook

2023 Outlooks

2023 Investment Outlook

décembre 14, 2022

In our 2023 outlook, our macro strategists and investment managers across equity, fixed income and alternative asset classes share their diverse views on key themes, where they think markets are headed after a turbulent year, and how they are positioning their respective strategies.

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Old Risks Create New Challenges

27 mars 2023

Observable measures of financial conditions may understate the true tightening due to a reduction in bank lending.

Tales From the Emerging World

Untangling Supply Chain Linkages

23 mars 2023

Untangling global supply chains through reshoring, friend-shoring and nearshoring has created opportunities for emerging markets.

Caron's Corner

The Fed Separates Monetary Policy from Financial Stability

22 mars 2023

Jim Caron looks at banking events in the context of financial stability, Fed policy and politics.

IMPORTANT DISCLOSURES

The views and opinions are those of the author as of the date of publication and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively the Firm"), and may not be reflected in all the strategies and products that the Firm offers.

This material is a general communication, which is not impartial, is for informational and educational purposes only, not a recommendation to purchase or sell specific securities, or to adopt any particular investment strategy. Information does not address financial objectives, situation or specific needs of individual investors.

For the complete content and important disclosures, refer to the link above.

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