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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.
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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.
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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.
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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.”
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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.
