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Article | Global Markets Overview

Global Markets Overview: March 2023

March 29, 2023

Tracking recent asset price moves and our outlook

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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Global Markets Overview: March 2023 PDF .3 MB

Global Head of Asset Research at WTW

David is the Global Head of Asset Research at WTW, responsible for economic and capital market research. He also is a member of the Investment Assumptions Committee, who help guide investment policy globally.

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