Midyear 2023 Global Market Outlook
Given the macroeconomic and market events of the last few months, our market outlook has been sharpened as we look toward the rest of 2023 and beyond. An overarching theme for both the global real economy and financial markets for the past few months — and even looking forward into 2023 — has been the tectonic shift from a world of abundant liquidity to one where liquidity is now being drained at an unprecedented speed and intensity. Looking forward, the relevant question now is what comes next?
With this in mind, please join State Street Global Advisors on June 7th at 2PM for a special discussion with members of the investment team who will be sharing their views on the global markets and key investment themes for 2023 and beyond.
In this live webinar we will discuss:
• Our macroeconomic outlook
• Market outlooks for fixed income and equities
• Key investment themes, including China, finding income in volatile markets, thoughts on investing outside the US, and downside protection strategies
Key highlights of the Midyear 2023 GMO include State Street Global Advisors’ views on inflation, fiscal and monetary policy, the structural factors anchoring long-term rates, and equity growth prospects across regions. As always, our forward-looking market outlook identifies the risks that we see in the current market as well as the return/outperformance opportunities we see for institutional investors. Please join us.