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Investment Outlook 2023

Our investment teams across asset classes and
geographical regions present their views on the
outlook for the year ahead.

2023 Global macro outlook: Ten predictions

No single catch-phrase epitomises the outlook, but here are ten predictions

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2023 Global multi-asset outlook

Entering the uncharted territory of a multi-polar world

by Multi-Asset Team

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2023 Global equity outlook

Navigating the new road ahead

by Global Equity Team

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2023 China equity outlook

Zero-COVID policy, property sector support in focus

by Asian Equity Team

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2023 Asian equity outlook

Seeing strengths in Asia amid broader uncertainties

Asian Equity Team

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Japan equity outlook

Rethinking geopolitical risk and globalisation

by Japan Equity Team

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2023 Singapore equity outlook

Focusing on sustainable growth

by Asian Equity Team

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2023 Global fixed income outlook

Navigating growth in uncertain times

by Global Fixed Income Team

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2023 Asian credit outlook

Macro backdrop to remain supportive

by Asia Fixed Income Team

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2023 Asian rates and FX outlook

A slower pace ahead

by Asia Fixed Income Team

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2023 New Zealand equity outlook

Labour availability, inflation in focus

by New Zealand Equity Team

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2023 New Zealand fixed income outlook

Markets to eye the possibility of rate cuts

by New Zealand Fixed Income Team

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