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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