A confluence of unprecedented events in 2022 weakened asset prices across all markets. Rarely have investors had to grapple with the kind of lessons imparted by a global economy just starting to emerge from a pandemic, while dealing with unprecedented monetary policy measures and a major land war in Europe.
The turbulence of 2022 now weighs heavily on our investment outlook for 2023, with implications ranging from economic growth, inflation, central bank policy and interest rates to credit quality, earnings, valuations, investor sentiment and other key metrics.
We aim to help identify the portfolio implications for our clients, and offer investment solutions to meet their unique objectives and guidelines. While 2022 may have delivered more than its share of disruptions, our investment philosophy remains constant. As always, we seek to:
In this 2023 outlook, our investment managers share their diverse views on where markets are headed and how they are positioning their strategies. We hope you find the discussions informative, and we wish you a healthy and prosperous New Year.
Source: Morgan Stanley Investment Management - 12 Dec 2022
Created by kimeng | Dec 29, 2022
Created by kimeng | Dec 29, 2022