We offer our portfolio priorities to help investors avoid unwelcome surprises in 2023 and 2024:
- Demand and supply conditions in the major advanced economies remain out of balance. Inflation, interest rates, and growth are likely to remain volatile in 2023/24.
- Asset market pricing implies a rapid fall in inflation to central bank targets, cuts in policy rates, and only a moderate slowdown in economic and corporate earnings growth.
- We think this understates the potential for higher than expected inflation, higher than expected interest rates, and/or lower than expected growth.
To stay up-to-date and receive additional special feature reports from WTW on global capital markets, please contact David Hoile.
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| Title | File Type | File Size |
|---|---|---|
| Global Markets Overview: March 2023PDF | .3MB |
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