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:
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  • ​Morgan Stanley 10 Big Themes - from Macro to Micro

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Conor Mac's avatar
Some awesome stuff shared here, thanks SLT! Where did you get the Morgan Stanley themes from?
SLT Research's avatar
@investmenttalk should have shared the source you’re right. I found it on LinkedIn a few days ago. Was shared by a PM.
Conor Mac's avatar
@slt_research Its no worries! I'll have a root around, see if I can find it :)

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