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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.
Watch our 2023 Market Outlook video
Investors need to adjust to an environment where inflation and interest rates remain high.