Build resilient portfolios
Managing frequent bouts of market volatility is crucial for pension funds, insurers and all institutional investors in order to avoid a negative impact on future returns, funding levels or solvency ratios.
2023 Long-Term Capital Market Assumptions
The 27th annual edition explores how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010. After a year of turmoil and the unwind of market dislocations, asset return forecasts move close to their long-term equilibrium – effectively “back to par.
2023 Investment Outlook
Join Karen Ward, Chief Market Strategist for EMEA, and Paul Quinsee, Global Head of Equities, as they consider how much corporate earnings are likely to be impacted by slowing economic activity in 2023, and which styles and segments of the global market look set to thrive.