- Our Blog
Download PDF
Interest rates and inflation are up, while growth expectations are heading lower — and that presents new opportunities and challenges. Here’s how our research and portfolio management professionals are thinking about the year ahead.

2023 fixed-income outlook: Bullish on bonds
Gene Tannuzzo, CFA, Global Head of Fixed Income
2023 is poised to be a comeback year for fixed income.
View blog post | Watch video

2023 Chief Investment Officer Outlook: Finding good news in a changing macro environment
William Davies, Global CIO
After a difficult 2022, cautious optimism may be in order. Here are our thoughts on market risks and opportunities heading into 2023.
View blog post | Watch video

2023 Equity Outlook: Focus on quality for success in equities
Melda Mergen, CFA, CAIA, Global Head of Equities
Focus on quality for success with equities in the new year.
View blog post | Watch video

2023 Multi-Asset Outlook: It’s not just equity versus fixed income
Joshua Kutin, Head of Asset Allocation, North America
Markets could be headed back to normal, with a slightly “new normal.”
View blog post

Trends to watch in 2023: Perspectives from Ted Truscott
William F. "Ted" Truscott, Chief Executive Officer
Here’s what could shape the investment landscape this year and beyond.