2022 was a challenging year which rocked financial markets and forced investors to reconsider their positioning against a backdrop of uncertainty. Russia’s invasion of Ukraine challenged Europe’s reliance on Russian commodities and caused an energy crisis; inflation soared to a four-decade high, sparking a cost-of-living crisis. Investors are understandably cautious about what might be in store for the year ahead.
In this paper, our investment teams across fixed income, equities and private markets share their views on the direction markets may be headed after a stormy year and how they are positioning their strategies. For some, the fallout from 2022 could offer a few silver linings.
- Our investment teams outline how various key themes will play out across their respective asset classes in 2023 and look at: inflation, geopolitics, energy, technology, ESG, biodiversity, China, and the cost-of-living crisis.
- Highlights include: commentary from our Senior Economist, Silvia Dall’Angelo, on what geopolitical trends will emerge in 2023, plus insight from Leon Kamhi, Head of Responsibility, on why 2022 may have been the hardest year for ESG yet.
- Plus, a foreword from our CEO, Saker Nusseibeh.