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
Manager insights from May 2023, plus expectations for the end of the year.
February 2023 UPDATE
February 2023: Managers cautiously optimistic on Europe and China
Manager insights from February 2023, plus expectations for the end of the year.
What is the Equity Market 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.
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 economy? We've identified key economic and market indicators to help assess current conditions and compare them to historic ranges.
Review the numbers