Five big themes for 2023
1. The rate of inflation will dictate when central bankers can end the current cycle of rising interest rates. The results will reverberate through borrowing costs and global asset prices
2. There will be opportunities to reset as we enter a new investment environment, despite recessions across many major economies
3. Real estate is the top cited opportunity among our Attitude Survey respondents seeking diversification and a hedge against inflation
4. Geopolitical tensions were dominant in 2022 and will continue to weigh on sentiment through 2023. Many will be familiar, but there will undoubtedly be surprises
5. The big three will have an outsized impact: the reopening of the Chinese mainland, India’s rise and the agility of the US economy
Read the full 2023 market update report
