Equity Market Outlook

July 2023: Positive sentiment emerges as inflation slows

Manager insights from July 2023, plus expectations for the months ahead.

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Previous outlooks

May 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 Findings

February 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 Findings

What 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

Gabriel Sauma

More market insights

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Fixed Income Survey

We assess the outlook across the global fixed-income landscape by surveying bond and currency managers throughout the year. We drill deep into fixed-income investment firms’ expectations on interest rates, inflation, credit fundamentals, emerging-market currencies and more.

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Global Market Outlook

Navigating global markets is more challenging than ever. To get a sharper view, access the data-driven insights of our global investment strategists.

Latest forecast


Economic Indicators Dashboard

What’s the state of the Canadian economy? We've identified key economic and market indicators to help assess current conditions and compare them to historic ranges.

Review the numbers