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
More market insights
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.
Read the latest survey
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