The interplay of inflation and central bank intervention will shape the story of economic growth for 2023. While the outlook remains challenging for the year ahead, we expect 2023 to be a year of two halves.
As volatility remains elevated, investors will undoubtedly be asking: “What's next for markets?”, “What will drive the world in 2023?” and “How will these trends impact the way we invest?”
In the first half, risk assets are likely to experience a volatile bottoming process, followed by a broad recovery in the second half as we move past peak Federal Reserve hawkishness.
In this part of the world, Asia could offer green shoots as growth in the world's second largest economy picks up, marking an important turning point for China's risk assets.
As always, the narrative will vary by region, sector and asset class. So where are the opportunities on the horizon and how can investors chart an alternative path beyond the public markets in a rapidly changing landscape?
In our flagship conference, ‘Beyond 2023: opportunities on the horizon’, our experts share their take on the outlook for the global economies and offer insight on how investors should navigate this new paradigm. This conference was held regionally across Bangkok, Hong Kong, Jakarta, Kuala Lumpur, Manila and Singapore.
If you are interested in events like this, contact your relationship manager for more details or through the contact form if you are not a client yet.
