The 2023 Capital Markets Forecast by Syntrinsic Investment Committee provides an executive summary that reflects on the past year's events and how they have shaped the outlook for the coming years. The main theme revolves around higher interest rates, higher
As presented in the MFS Long-Term Capital Market Expectations 2023 edition, the main theme revolves around the forward-looking return and risk expectations across various asset classes and regions. The report highlights a more favorable outlook on global equities with a
This text from State Street Global Advisors discusses their process of generating long-term asset class forecasts, which are forward-looking estimates of total return and risk premia. The forecasts incorporate inflation, economic growth, ESG considerations, and current market conditions. The main
2023 Natixis Global Fund Selector Outlook Fund selectors worldwide face the dual challenge of navigating an uncertain economic landscape and evolving client needs. As inflation rates, interest rates, and geopolitical risks rise, 62% of fund selectors believe a recession is
In "Capital Market Line: Quarterly Five-Year Forecast of Relative Risk and Return Across Asset Classes – The Pendulums Are Swinging," the authors discuss a reset of inflationary forces in 2023 and the likelihood of a profit recession rather than an
