2023 O-IM Investment Outlook

What we do know is that after a decade of cheap money the impact of central bank action will be felt around the world. The challenges of inflation, cost of living, a housing slowdown, tight labour markets and heightened geopolitical risk could paint a relatively dark picture. However, this is all in the open and the markets do not price for today they price for the future so much of those headwinds have been factored in to a certain extent.

Every year offers volatility and uncertainty so that concept isn’t new but how to navigate and understand each year’s challenges is where Investment Managers earn their keep. We are therefore pleased to share below the 2023 O-IM Investment Outlook where we look at several core areas that will impact the markets next year. The reason for optimism is that 2022 has provided clarity and action on several key points and so 2023 will experience the impact of those actions and in turn this creates several pockets of positive news for risk assets in 2023.

We hope you find this interesting, informative and dare we say, entertaining!