Insights for professional investors
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Insights for professional investors
Investment Outlook 2023 – what investors can expect in the new year. Abrdn, AllianceBernstein and Pictet Asset Management share their views on major asset classes, including US and China equities.
Note: The following information is for institutional and professional investors from Europe.
For investors in China, 2022 was a difficult year. The country's zero-covid policy, a mixed economic outlook, deleveraging in the real estate sector and tensions with Taiwan have weighed on sentiment. Nevertheless we still believe that the long-term investment opportunities in China remain. Inflation is low and policy is accommodative. Moreover, market declines have significantly lowered equity valuations. All this opens up opportunities for active investors.
The US Federal Reserve’s campaign to curtail inflation is having some success. But what does this mean for the probability of a US recession? And are US equities reflecting this possibility? James Tierney presented some post-earnings commentary, a 2023 outlook and the types of businesses that should be resilient in 2023.
While prospects are darkening for the world economy, it is important to keep an eye on long-term trends. What are the decisive influencing factors in the new year? What is driving the global markets? Patrick Zweifel discussed crucial developments across important global asset classes.
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