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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 |