The outlook for inflation and its impact on monetary policy will continue to drive markets in 2023. We expect a more benign economic backdrop in the second half of 2023 as we navigate past peak inflation and US Fed hawkishness. In the current market environment, we are seeing investment opportunities across asset classes and building more diversified portfolios.

Download the 2023 Market Outlook booklet here

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Watch our 2023 Market Outlook video

Mapping another new normal

Investors need to adjust to an environment where inflation and interest rates remain high.

Dec 2022 | 5 min read

Tracking China’s re-opening

The potential upside for Chinese assets is attractive as the Chinese economy re-opens.

Dec 2022 | 5 min read

Embracing a different Asia

Asia’s investment universe is becoming more diversified, offering multiple opportunities.

Dec 2022 | 5 min read

Charting sustainability pathways

More Asian corporates are making efforts to improve their sustainability roadmaps.

Dec 2022 | 5 min read

Pursuing resilience amid volatility

Being nimble and proactive is important during periods of high market volatility..

Dec 2022 | 5 min read

Download the 2023 Market Outlook booklet here

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