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Article | Global Markets Overview

Global Markets Overview: March 2023

March 29, 2023

Tracking recent asset price moves and our outlook
Investments|Retirement
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We offer our portfolio priorities to help investors avoid unwelcome surprises in 2023 and 2024:

  • Demand and supply conditions in the major advanced economies remain out of balance. Inflation, interest rates, and growth are likely to remain volatile in 2023/24.
  • Asset market pricing implies a rapid fall in inflation to central bank targets, cuts in policy rates, and only a moderate slowdown in economic and corporate earnings growth.
  • We think this understates the potential for higher than expected inflation, higher than expected interest rates, and/or lower than expected growth.

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