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 Findings
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Recent Equity Manager Outlook

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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Gabriel Sauma logo

Gabriel Sauma
HEAD OF RESEARCH, EMERGING MARKET EQUITIES

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Fixed Income Survey

We assess the outlook across the fixed-income landscape by surveying bond and currency managers throughout the year.
 

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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.

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Market Commentary

View our weekly global market commentary which provides market highlights and details per major asset class.
 

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