Macro Outlook Video: 5 Themes for 2023 | Blowing hot and cold
After a depressing 2022, markets have got off to a flying start. Should investors ride the wave? Have long-term yields peaked? Is the recession risk fairly priced in equities and High Yield credit? Can we still count on the Fed put? Will portfolio diversification start working again?
Watch the video of Vincent Chaigneau, Head of Research at Generali Insurance Asset Management, who presents the 2023 outlook in 5 themes and 7 charts or download the full 2023 macro outlook!
THIS MIGHT ALSO INTEREST YOU
Will 2023 bring investors more of the same or are we seeing a fundamental shift in the investment landscape?
To answer this, we are pleased to present the latest views from across the Generali Investments ecosystem of specialist asset management firms, as they look ahead to the risks and opportunities that 2023 may present.