What are the prospects for absolute return in 2023 following a truly challenging year for global markets, marked by inflationary pressures, rising rates and slowing growth?
Sustainable equity in 2023: a year for reshoring, rebuilding and electrification
What does 2023 look like for Sustainable Equities? Hamish Chamberlayne explores.
The vast difference in Asia’s companies 25 years on from its financial crisis
In the face of a strengthening US dollar as the US Federal Reserve (Fed) rapidly hikes interest rates, some have begun worrying about the stress this may create for emerging Asian economies and their businesses – reminiscent of the Asian Financial Crisis. Here, we discuss the evolution of the region, its governments, and businesses, and why the same risks don’t exist given how much has changed 25 years on.
Listed real estate: current re-pricing drives a more sanguine outlook for 2023
The Global Property Equities Team discuss the opportunities in listed real estate now and the key considerations for investors in the year ahead.
US core fixed income: Better positioned going into 2023?
Following a challenging year, Greg Wilensky believes U.S. core fixed income is poised for better risk-adjusted returns in 2023.
EM equities set to strike a balance between growth and valuation
Near-term uncertainty to give way to attractive secular growth prospects for emerging market stocks in 2023. In this video, Daniel Graña explains what this means for investors.
Options prices signal stronger capital markets in 2023
In this video, Ash Alankar explains that signals imbedded in forward-looking options markets indicate easing inflation creating a favorable environment for global equities and bonds in 2023.
Progress for US equities hinges on company execution
Jeremiah Buckley takes a look at the factors that he believes will differentiate successful businesses as we approach 2023.
Healthcare stocks show signs of strength
Andy Acker discusses how pricing power, growing demand, and an improving outlook for biotech could bolster the sector heading into 2023.
High yield bonds: 2023 is a year for core strength
Tom Ross explains that while high yield bond investors may need some inner strength to get past peak fear, 2023 may prove manageable if the economic downturn is shallow.