RLAM Outlook 2023

Also Interesting

• Indian Equity Market: Navigating With Prudence and Simplicity
• ECB – No hurry to decide on QE
• Reiterating our cautiously constructive market outlook

Writing an outlook for the year ahead might be viewed as an exercise in damage limitation: don’t stick your neck out and go with the consensus. But Royal London Asset Management has never been a consensus asset manager. Last year, we highlighted three main concerns: geopolitical risk was probably not properly priced into markets; inflation was probably not transitory; and finally, asset prices were quite elevated while the conditions for a pullback had increased.