Insights

Global Outlooks 2023

It has been a dismal 2022 with swathes of bad news, be it war in Europe, other geopolitical difficulties, a high and persistent inflationary environment, and assorted economic and ongoing pandemic-related struggles. And markets repriced for this. But what about the coming 12 months?

Read and watch our thoughts from an equites and fixed income point of view, see what our Global Chief Investment Officer thinks will play out and where there may be opportunity, and how we think responsible investing will fare going forward.

William Davies, Global CIO, gives his thoughts on navigating 2023, the role heightened volatility will play, and what the likelihood of recession will mean for portfolios.

Gene Tannuzzo, Global Head of Fixed Income, talks about how with yields higher there really is income to be earned in 2023, his optimism around the bond market, and why he thinks there are opportunities in Europe.

Alasdair Ross, Head of Investment Grade Credit EMEA, on the drivers of returns in IG, and why spreads point to interesting opportunities.

Melda Mergen, Global Head of Equities, on why 2023 could be an inflection point, and where we’re looking for opportunities.

22 12月 2022

Real Estate: Preserving Value

There was a definite air of positivity in European real estate markets in January and February 2022.
Read time - 4 min
14 12月 2022

Melda Mergen

Global Head of Equity

Focus on quality for success in equities

Investors should not expect everything to go ‘back to normal’ in 2023, says Melda Mergen. Higher inflation and a weaker economic environment will mean not all companies will thrive.
Read time - 4 min
12 12月 2022

Claudia Wearmouth

Managing Director, Co-Head, Responsible Investment

Themes for thought: responsible investment in 2023 and beyond

Many responsible investment funds struggled in 2022 due to low exposure to gas and oil and a quality bias, but says Claudia Wearmouth, the investment case remains intact and responsible investing is now mainstream investing.
Read time - 4 min
9 12月 2022

William Davies

Global Chief Investment Officer

No more bad news should be good news in 2023

After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
Read time - 6 min
9 12月 2022

Gene Tannuzzo

Deputy Global Head of Fixed Income

Bullish on bonds in 2023

The next 12 months are poised to be a comeback year for fixed income, says Gene Tannuzzo, with a focus on quality and credit selection critical to achieving the desired outcomes
Read time - 4 min