Equity Market Outlook
July 2023: Positive sentiment emerges as inflation slows
Manager insights from July 2023, plus expectations for the months ahead.
Read the latest outlookMay 2023 UPDATE
May 2023: More volatility anticipated until clearer signs emerge on inflation and rates
After a first quarter dominated by volatility and reversals, are equity mangers anticipating more ups and downs in the months ahead?
May 2023 FindingsFebruary 2023 UPDATE
February 2023: Managers cautiously optimistic on Europe and China
After a punishing year for equities, are managers feeling more optimistic about a 2023 rebound in some parts of the world?
February 2023 FindingsWhat is the Equity Market Outlook?
Our distinct relationship with money managers allows us to have unique access to insights from specialists across the equity manager universe. This report compiles our chief tactical observations from key geographic and equity regions across the globe.
Featured Author
Gabriel Sauma
DIRECTOR, INVESTMENT RESEARCH
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