It has been a dismal 2022 with swathes of bad news, be it war in Europe, other geopolitical difficulties, a high and persistent inflationary environment, and assorted economic and ongoing pandemic-related struggles. And markets repriced for this. But what about the coming 12 months?
William Davies, Global CIO, gives his thoughts on navigating 2023, the role heightened volatility will play, and what the likelihood of recession will mean for portfolios.
Gene Tannuzzo, Global Head of Fixed Income, talks about how with yields higher there really is income to be earned in 2023, his optimism around the bond market, and why he thinks there are opportunities in Europe.
Alasdair Ross, Head of Investment Grade Credit EMEA, on the drivers of returns in IG, and why spreads point to interesting opportunities.
Melda Mergen, Global Head of Equities, on why 2023 could be an inflection point, and where we’re looking for opportunities.