Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, AIA, outlines her Key Themes for 2023.
Despite an anticipated recession, forward earnings estimates remain remarkably healthy. But, asks Bruno Paulson, is earnings pain on the way?
Boston - Emerging markets (EM) debt rebounded sharply in the fourth quarter of 2022, capping a challenging year on a positive note.
2022 ended with a bang; unfortunately not a good one! December proved to be a fitting end to a terrible year for bonds and financial assets in general, with yields up significantly once again.
Andrew Harmstone, Manfred Hui: We expect a transitional year for energy, with higher oil and gas prices leading to some market rebalancing after disruptions last year. These energy dynamics are key to the inflation story, which in turn is likely to determine asset performance in 2023.
