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?

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Previous outlooks

October 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

Gabriel Sauma

More market insights

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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.

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.

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