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Welcome to Outlook 2023

14th November 2022

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Outlook 2023: A rebalancing act

 

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After widespread turbulence in 2022

 

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What might be in store for investors in 2023

 

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With economies rocked by 

soaring post-lockdown inflation

 

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Can policymakers steady the course...

 

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...without harming the green shoots of recovery?

 

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As global tensions rise, will countries 

pursue diverging agendas?

 

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Could the weaponisation of energy worsen?

 

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And can global sustainability goals survive?

 

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How deep and long-lasting could any recessions be?

 

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How might a recovery in 2023 play out?

 

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How could continuing volatility impact asset classes?

 

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And where might we find new investor opportunities 

that could truly influence tomorrow?

 

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For exclusive insights and analysis, read our Outlook 2023 report.

Welcome to our annual Outlook publication, entitled ‘A rebalancing act’ in recognition of the multi-faceted global transition currently underway. Amid much uncertainty, bond yields are zooming up, as central banks hike rates, and recession risks are becoming real. The mood in financial markets is undeniably glum. The better news, however, is that the longer-term picture looks more encouraging. This year’s report attempts to put these challenges into full context.

In addition to our usual asset class and financial market analysis, you’ll find a fascinating sustainability chapter, offering a timely insight on the topic at a time when sky-high fossil fuel prices are putting the case for clean energy under the spotlight for investors. We sincerely hope you enjoy the report.
 
Jean-Damien Marie and Andre Portelli,
Co-Heads of Investment, Private Bank

End of year global insights