Equity Manager Outlook
October 2022 Equity Market Outlook: Market volatility expected to persist
Could this year’s topsy-turvy ride in markets calm down during the final months?
Q3 2022 FindingsDownload report
Q2 2022 update
Deep recession not expected
The risks of a recession may be on the rise, but if one does strike the global economy in the next year or two, most equity managers don’t expect it to be severe, according to our second-quarter report.
Q2 2022 Findings
Q1 2022 update
Elevated inflation a key risk for managers
The results from our first-quarter equity manager report show that most managers generally believe the post-pandemic recovery will continue to support global markets. At the same time, many have become cautious in their positioning in light of the ongoing uncertainty over skyrocketing inflation.
Q1 2022 Findings
What is the Equity Manager Outlook?
Our distinct relationship with underlying 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.
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