July 2023: Positive sentiment emerges as inflation slows

Manager insights from July 2023, plus expectations for the months ahead.

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Previous outlooks

May 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

Gabriel Sauma

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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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