Equity Market Outlook 1Q23 Economic and Market Review: Key Considerations for Equity Investors After rising interest rates, persistent inflation and geopolitical turmoil pounded equity investors in 2022, we wish we could report that a rebound appears just around the bend.
Eurozone 2023-2024 outlook shock behind, shock ahead The lengthy post-pandemic rebound wave is settling down, and growth normalisation is hitting another, more lasting shock from the war in Ukraine. This is an exceptional slowdown for the economy: annual growth of
Economic developments unfolding over the first few weeks of 2023 offer some hope that a 2023 soft landing for the US macroeconomy is at least possible. Moderating inflation and a muted February fed funds increase contribute to this hope in
Wij verwachten niet dat de inflatie nog lang zal aanhouden, maar we hebben niet bijzonder veel vertrouwen in de groeivooruitzichten van de ontwikkelde wereld. Daarom zijn we onderwogen in Amerikaanse aandelen en aandelen uit de eurozone.
