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We don't spend a lot of time looking at the macro and are rather following a bottom-up-long-term oriented investment strategy but below are a few 2023 Market Outlooks that might be of your interest:
- 2023 Market Outlook: Stocks Set to Fall Near-Term as Economic Growth Slows - explore key economic and asset class forecasts from JPM.
- 2023 Global Outlook - a new investment playbook by BlackRock
- Morgan Stanley 10 Big Themes - from Macro to Micro
Some awesome stuff shared here, thanks SLT! Where did you get the Morgan Stanley themes from?
@investmenttalk should have shared the source you’re right. I found it on LinkedIn a few days ago. Was shared by a PM.
@slt_research Its no worries! I'll have a root around, see if I can find it :)
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