Eye on the Market
Explore Eye on the Market, timely commentary that offers views on the economy, markets, and investment portfolios by Michael Cembalest.
Guide to Alternatives
Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.
Investment Outlook for 2023
2022 turned out to be another very difficult year. Widespread vaccination and less lethal strains of COVID-19 led to lower fatality rates, allowing most pandemic-weary populations around the world to move back toward normal activity. However, supply chain disruptions, the lingering effect of fiscal stimulus and Russia’s invasion of Ukraine caused inflation to surge to its highest level in 40 years.