Heading into 2023, markets have priced in a significant global economic slowdown. But for agile investors, there could be potential. We see relative valuation advantages in some equity sectors and in non-U.S. markets. The 2022 bond bear market pushed yields to the most attractive levels since the global financial crisis. And with central bank tightening having reached a critical point, investors will look to see whether inflation and interest rates peak later in the year.
Our 2023 Global Market Outlook covers four key themes currently shaping markets and, most importantly, what this could mean for your investments in the year ahead.