Market Commentaries | January 12, 2023
Q1 2023 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.
Heading into the new year, the outlook remains fraught with uncertainty. Global growth momentum is fading as major central banks forge ahead with their unrelenting fight against inflation.
Related Insights
Market Commentaries
January 9, 2026
Global Asset Allocation Team Market Update – January 2026
Financial markets generated some mixed results in December as fears around lofty valuations saw the AI trade fizzle towards year end – while investors were also contemplating the path for global monetary policy as the synchronized easing cycle winds down.
Q1 2026 Investment Outlook & Portfolio Strategy