2023 Outlook: seizing opportunities amidst a wall of worries

• A US recession later but deeper than expected
• Japanese equities should benefit from a more competitive Japanese economy
• In the credit markets, time is an investor’s friend

2023 will be a year of global recession, but investment opportunities will arise from the continued desynchronization between the three largest economic blocs – the US, the Euro area and China. However, seizing these opportunities will require flexibility and selectivity. Read more>