In the midst of a challenging investment environment with macroeconomic volatility, inflationary pressures, increasing interest rates, and the likelihood of a recession, the life sciences sector stands out. Despite a softening performance outlook for most asset classes, private real estate,
Q2 2023 Global Market Outlook Full Report The text highlights the current economic landscape, characterized by resilient growth, slowly receding inflation, and continued monetary tightening by central banks. This creates a favorable environment for government bonds and uncertainty for equity
Capital Market Assumptions March 2023 The annual edition of Capital Market Assumptions takes a more in-depth approach this year by considering the impact of climate change and social considerations on economic variables and asset class behaviors. The need to balance
The recent banking crises in the US and Switzerland have sparked concerns about the stability of the global financial system. However, these crises are unlikely to pose a broader threat. Despite this, lending standards are anticipated to tighten and inflation
The major developed economies, despite less wear than anticipated, are not necessarily on a steady path to recovery. In fact, their resilience might be leading to a slowdown rather than accelerating recovery. Inflation remains high, and monetary and financial tightening
