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Portfolio of research forecasts for 2023

Updated: Apr 24, 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


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