Portfolio of research forecasts for 2023

Photo by Janko Ferlic

One of the benefits of being an expert witness business in finance is that you get to read and consider a wide amount of fascinating financial literature. We thought you may wish to have access to some of the leading thinking on the street, or perhaps need some material to help you get to sleep.

We hope you enjoy this portfolio of forecasts for 2023, which promises to be one of the more interesting years in markets - quite a statement after a Pandemic and the Russia-Ukraine war.

Feel free to share this with friends and colleagues who want to be more informed about finance and economics.

Source	Link
Goldman Sachs	https://www.goldmansachs.com/insights/pages/gs-research/macro-outlook-2023-this-cycle-is-different/report.pdf
JP Morgan	https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/mi-investment-outlook-ce-en.pdf
Morgan Stanley	https://www.morganstanley.com/im/publication/insights/articles/article_2023investmentoutlook_enin.pdf
Morgan Stanley	https://www.morganstanley.com/ideas/global-macro-economy-outlook-2023
Bank of America	https://about.bankofamerica.com/en/making-an-impact/outlook-2023-webcast
Schroders	https://www.schroders.com/en/insights/economics/outlook-2023-cio-and-multi-asset-its-all-about-valuations/
Societe Generale	https://insight-public.sgmarkets.com/insights/multi-asset-portfolio-outlook-2023
Allianz	https://www.allianz.com/en/economic_research/publications/specials_fmo/global-economy-outlook.html
HSBC	https://www.privatebanking.hsbc.com/content/dam/privatebanking/gpb/wealth-insights/investment-insights/house-views/2023/brochure/Q1%202023%20Investment%20Outlook%20-%20Looking%20for%20the%20Silver%20Lining%20-%20Brochure.pdf
Barclays	https://www.cib.barclays/our-insights/3-point-perspective/q1-2023-global-outlook.html#:~:text=2023%20may%20well%20be%20one,3.2%25%20growth%20expected%20for%202022
Abrd	https://www.abrdn.com/en-hk/investor/insights-thinking-aloud/article-page/the-investment-outlook-2023
Natwest	https://www.natwest.com/corporates/insights/markets/the-year-ahead-2023.html
Citi Wealth	https://www.privatebank.citibank.com/newcpb-media/media/documents/outlook/outlookwealthreport2023.pdf
UBS	https://www.ubs.com/global/en/assetmanagement/insights/investment-outlook/panorama/panorama-end-year-2022/articles/calm-waters.html
Credit Suisse	https://data.stagingmag.nl/2763/issues/39432/494150/downloads/2209270_cs_io_2023_en_rgb_digital.pdf
Deutsche Bank	https://www.deutschewealth.com/content/dam/deutschewealth/cio-perspectives/cio-insights-assets/q1-2023/CIO-Insights-Outlook-2023-Resilience-versus-recession.pdf
ING	https://think.ing.com/uploads/reports/ING_global_outlook_2023_Dec_2022_OT.pdf
BlackRock	https://www.blackrock.com/corporate/literature/whitepaper/bii-global-outlook-2023.pdf
Fidelity International	https://professionals.fidelity.co.uk/static/master/media/pdf/outlook/annual_outlook_2023.pdf
Amundi	https://www.amundi.com/usinvestors/Local-Content/News/Investment-Outlook-2023-Some-Light-for-Investors-After-the-Storm
PGIM	https://www.pgim.com/investments/getpidoc?file=DF1B2252A93C42328E3C0AF5BC12455E
Axa Investment Managers	https://www.axa-im.com/investment-institute/outlook-2023
Vanguard	https://investor.vanguard.com/investor-resources-education/news/vanguard-economic-and-market-outlook-for-2023-global-summary