Schroders Equity Lens – January 2023

Also Interesting

• Global Investment Committee Allocation Views
• PRISM: Where We Stand
• Macro briefing: Will the ECB be stopped from any further QE?

Last year saw a reversal of many of the past decade’s trends:

– the US (-19%) was one of the worst performing markets, the UK was one of the best (+7% in GBP, -5% in USD) (slides 10-11)

– growth stocks heavily underperformed value …