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Investment Outlook

2023 Equity Outlook

Multiple authors
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2023 Equity Outlook Updated

The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.

This is a section of our 2023 Investment Outlook, where specialists from across our investment platform share insights on the economic and market forces that we expect to influence portfolios in the year to come.

In a complex macro-driven world, it takes a variety of investment lenses to navigate equity markets. Here, we offer a range of fundamental, factor, and sector insights as we look to 2023.  

These outlooks explore the structural trends driving long-term growth, the need for defensive and diversifying equity strategies, and the opportunities presented by rising dispersion in key growth areas. A common thread across our 2023 Equity Outlook is the critical role that active management can play in such volatile times.

Outlook contents

Showing of Insights Posts
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Equity investing with a thematic lens: Three game changers for 2023

Head of Investment Research Mary Pryshlak and Equity Portfolio Manager Tim Manning highlight their strongest convictions across global equity markets heading into 2023.

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Article
2023-12-31
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Archived info

Equity allocation ideas after a year of factor extremes

Members of our Fundamental Factor Team discuss the role of defensive allocations as a complement to growth and value, the improved stock-picking environment, and the need for macro stress tests, among other topics.

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Article
2023-12-31
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Archived info

Fintech outlook for 2023: The trends separating the winners and losers

Our fintech investors delve into high-conviction ideas for the year ahead — including embedded finance, buy-now-pay later, and digital assets — and highlight the power of incumbency amid today's increased volatility and dispersion.

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Article
2023-12-31
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Archived info

EM equity in 2023: Will the longest bear market in history continue?

We explore three key considerations for EM investors in today’s challenging environment and highlight potential winners and losers in 2023.

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Article
2023-12-31
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