Equity Market Outlook
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?
Read the latest outlookOctober 2022 UPDATE
October 2022: Market volatility expected to persist
Manager insights from the third quarter of 2022, plus expectations for the end of the year.
Q2 2022 UPDATE
Q2 2022: Deep recession not expected
Manager insights from the second quarter of 2022, plus expectations for the second half 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
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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.
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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.
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