The risk of a global recession in 2023 appears elevated, as developed market central banks hike aggressively into slowing economic growth. However, markets may be overestimating the risk of a deep downturn. Read more...
Leaning Against the Wind
Earnings growth estimates for 2023 have started to fall but are still positive, suggesting negative earnings growth could be the next big issue for equity investors. Read more...
The Return of Yield
Rising rates have pushed yields in select global fixed income sectors to the most attractive levels in decades, which could offer strong return potential in 2023. Read more...
Deglobalisation of a Connected World
We are seeing a paradigm shift in the global economy that will shape the investment landscape for years to come. Read more...
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