Some of the latest outlook pieces for H2 2023

As asset managers are thinking about the rest of 2023, outlook pieces are beginning to make their way onto our platform. This collection provides investors with some of the latest pieces that look towards the next few months and the likely direction of different asset classes.

Assessing this Year’s Second Half Economic Outlook (Macrobond)

Six months into 2023, Macrobond users (economists, portfolio managers, global macro strategists and asset allocators) chart their predictions for inflation and the economy.

2023 Equity Midyear Outlook: Potential In EM (Allspring Global Investments)

For compliance reasons, this paper is only accessible in certain geographies

Investors can listen to this engaging podcast and find out where Allspring Global Investments’ fund managers believe the areas of risk and opportunities are to be found going forward.

AEW: 2023 Mid-Year European Property Outlook (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

European property remains a highly diverse universe. Allocators must make the effort to uncover profitable investments.

2023 Credit Outlook: New Landscapes, New Eyes (The Carlyle Group)

Recently, private credit has experienced a surge in both return expectations and market share. Will this trend continue for the rest of the year?

Mid-Year Bond Market Outlook (Wellington Management)

Credit markets have been under pressure for a while now. Where can investors find opportunities in the months ahead?

Video: 2023 Global Outlook (PGIM Real Estate)

The global real estate market offers a range of interesting opportunities for allocators in the current macroeconomic environment.

Secular Outlook For Global Growth: The Next 20 Years (Fidelity Investments)

For compliance reasons, this paper is only accessible in the United States

Although the near-term outlook is what many investors are paying attention to right now, real wealth will be built over the long-term.

Structured Credit Market Outlook: Opportunity In Volatility (Franklin Templeton)

For compliance reasons, this paper is only accessible in the EMEA region

The recent market turmoil has created a compelling opportunity to invest in collateralized loan obligation (CLO) tranches.

2023 Mid-year Outlook (MFS)

For compliance reasons, this paper is only accessible in certain geographies

This article offers a snapshot of the key forces likely to underpin the equity and bond markets in the next few months.